FLAGSHIP HARBOR ADVISORS, LLC

Position in TTD — Trade Desk, Inc.

CIK 1691766 BOSTON, MA

Position in TTD

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$439,936

-$398,372 QoQ

Shares Held

19,389

-12.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$439,936	19,389	-12.2%	Shares	Sole	2026-04-28
2025-12-31	$838,308	22,084	-0.5%	Shares	Sole	2026-01-21
2025-09-30	$1,087,237	22,184	-1.5%	Shares	Sole	2025-11-05
2025-06-30	$1,621,862	22,529	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$1,249,695	22,838	-1.1%	Shares	Sole	2025-04-22
2024-12-31	$2,713,532	23,088	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,531,599	23,088	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$2,262,818	23,168	-1.1%	Shares	Sole	2025-12-02
2024-03-31	$2,047,288	23,419	+3.0%	Shares	Sole	2024-04-16
2023-12-31	$1,636,226	22,738	+1.2%	Shares	Sole	2024-01-10
2023-09-30	$1,756,421	22,475	+1.8%	Shares	Sole	2023-10-17
2023-06-30	$1,704,940	22,079	+0.1%	Shares	Sole	2023-07-11
2023-03-31	$1,343,309	22,054	+1.4%	Shares	Sole	2023-04-12
2022-12-31	$975,052	21,750	+0.7%	Shares	Sole	2023-01-13
2022-09-30	$1,290,659	21,601	-2.2%	Shares	Sole	2022-10-13
2022-06-30	$924,931	22,080	-1.3%	Shares	Sole	2022-07-13
2022-03-31	$1,549,261	22,372	+2.1%	Shares	Sole	2022-04-13
2021-12-31	$2,008,473	21,917	-0.9%	Shares	Sole	2022-02-17
2021-09-30	$1,554,614	22,114	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,710,739	22,114	+934.8%	Shares	Sole	2021-07-26
2021-03-31	$1,392,597	2,137	+1.2%	Shares	Sole	2021-05-03
2020-12-31	$1,690,911	2,111	-4.0%	Shares	Sole	2021-02-08
2020-09-30	$1,140,797	2,199	+2.5%	Shares	Sole	2020-10-13
2020-06-30	$872,349	2,146	+4.9%	Shares	Sole	2020-07-31
2020-03-31	$394,878	2,046	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.