Independent Advisor Alliance

Position in TTD — Trade Desk, Inc.

CIK 1696899 CHARLOTTE, NC

Position in TTD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$279,789

-$848,875 QoQ

Shares Held

12,331

-58.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Communication Services · as of Mar 31, 2026

Independent Advisor Alliance holds $2,749,805 across 4 Advertising Agencies names. TTD ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	3,645	$1,450,710
2	OMC	Omnicom Group Inc.	13,329	$1,003,806
3	TTD	Trade Desk, Inc. This page	12,331	$279,789
4	MCHX	Marchex Inc	10,000	$15,500

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,789	12,331	-58.5%	Shares	Sole	2026-05-12
2025-12-31	$1,128,664	29,733	-12.5%	Shares	Sole	2026-02-04
2025-09-30	$1,664,918	33,971	+21.8%	Shares	Sole	2025-11-04
2025-06-30	$2,008,592	27,901	-12.8%	Shares	Sole	2025-08-11
2025-03-31	$1,751,039	32,000	-20.0%	Shares	Sole	2025-05-12
2024-12-31	$4,704,020	40,024	+7.1%	Shares	Sole	2025-02-07
2024-09-30	$4,095,866	37,354	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$3,645,727	37,327	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$3,193,190	36,527	-2.3%	Shares	Sole	2024-05-08
2023-12-31	$2,690,296	37,386	+7.5%	Shares	Sole	2024-02-08
2023-09-30	$2,716,884	34,765	-1.9%	Shares	Sole	2023-10-24
2023-06-30	$2,736,599	35,439	-0.3%	Shares	Sole	2023-07-28
2023-03-31	$2,164,132	35,530	-8.8%	Shares	Sole	2023-05-12
2022-12-31	$1,745,725	38,941	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$2,321,048	38,846	-5.5%	Shares	Sole	2022-11-04
2022-06-30	$1,722,056	41,109	-0.5%	Shares	Sole	2022-08-04
2022-03-31	$2,862,102	41,330	-0.3%	Shares	Sole	2022-05-06
2021-12-31	$3,797,286	41,437	-1.9%	Shares	Sole	2022-02-11
2021-09-30	$2,968,206	42,222	+3.2%	Shares	Sole	2021-11-01
2021-06-30	$3,166,344	40,930	+1478.5%	Shares	Sole	2021-08-12
2021-03-31	$168,975	2,593	-3.9%	Shares	Sole	2021-05-14
2020-12-31	$216,029	2,697	-6.3%	Shares	Sole	2021-02-11
2020-09-30	$149,356	2,879	+6.2%	Shares	Sole	2020-11-04
2020-06-30	$110,161	2,710	+46.7%	Shares	Sole	2020-08-06
2020-03-31	$35,647	1,847	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.