BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in TTD — Trade Desk, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in TTD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$102,441
-$30,862 QoQ
Shares Held
5,666
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $223,848 across 2 Advertising Agencies names. TTD ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
1,667 | $121,407 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
5,666 | $102,441 |
All Filings in TTD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,441 | 5,666 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $133,303 | 5,875 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,664,638 | 122,883 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,879,484 | 140,369 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $14,479,276 | 201,129 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,429,585 | 208,874 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,652,505 | 209,755 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,400,069 | 204,287 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,749,557 | 202,207 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,167,714 | 196,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,374,153 | 199,752 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,550,052 | 198,977 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $15,052,340 | 194,928 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $11,867,582 | 194,838 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,920,587 | 198,987 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,182,786 | 203,896 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $8,589,753 | 205,055 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $14,047,362 | 202,850 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,338,813 | 200,118 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,478,689 | 191,731 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,586,692 | 188,556 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,965,129 | 18,361 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $13,790,016 | 17,216 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,646,506 | 16,667 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,137,357 | 10,178 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,907,998 | 9,886 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||