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Bogart Wealth, LLC

Position in TTD — Trade Desk, Inc.

CIK 1715740 MCLEAN, VA

Position in TTD

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$488
-$79 QoQ
Shares Held
27
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#636
of 677 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $113,134 across 4 Advertising Agencies names. TTD ranks #3 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TTD
Trade Desk, Inc.
This page
27 $488

All Filings in TTD

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $488 27
2026-03-31 $567 25
2025-12-31 $113 3
2025-09-30 $2,646 54
2025-06-30 $23,180 322
2025-03-31 $1,751 32
2024-12-31 $8,814 75
2024-09-30 $23,465 214
2024-06-30 $20,901 214
2024-03-31 $29,373 336
2023-12-31 $8,203 114
2023-09-30 $8,909 114
2023-06-30 $4,942 64
2023-03-31 $3,898 64
2022-12-31 $2,869 64
2022-09-30 $3,824 64
2022-06-30 $2,680 64
2022-03-31 $4,085 59
2021-12-31 $3,573 39
2021-09-30 $2,741 39