Venturi Wealth Management, LLC

Position in TTD — Trade Desk, Inc.

CIK 1666363 AUSTIN, TX

Position in TTD

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$347,473

-$53,460 QoQ

Shares Held

15,314

+45.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 67% Shared 33% None 0%

Communication Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $1,607,320 across 2 Advertising Agencies names.

#	Ticker	Company	Shares	Value (USD)	Open
1	APP	AppLovin Corp	1,888	$972,753
2	OMC	Omnicom Group Inc.	8,713	$634,567

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$347,473	15,314	+45.0%	Shares	Other	2026-04-21
2025-12-31	$400,933	10,562	+2.4%	Shares	Sole	2026-01-22
2025-09-30	$505,440	10,313	+119.4%	Shares	Sole	2025-10-23
2025-06-30	$338,353	4,700	-19.5%	Shares	Sole	2025-07-23
2025-03-31	$319,674	5,842	+19.9%	Shares	Sole	2025-05-06
2024-12-31	$572,488	4,871	+2.3%	Shares	Sole	2025-01-31
2024-09-30	$522,262	4,763	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$464,909	4,760	+8.4%	Shares	Sole	2024-07-19
2024-03-31	$384,035	4,393	+1.0%	Shares	Sole	2024-04-23
2023-12-31	$313,026	4,350	-0.2%	Shares	Sole	2024-01-23
2023-09-30	$340,655	4,359	+0.2%	Shares	Sole	2023-11-02
2023-06-30	$335,907	4,350	+2.9%	Shares	Sole	2023-07-24
2023-03-31	$257,466	4,227	+92.1%	Shares	Sole	2023-05-02
2021-12-31	$201,608	2,200	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.