Summit Financial, LLC

Position in TTD — Trade Desk, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in TTD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$205,435

-$104,850 QoQ

Shares Held

9,054

+10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Summit Financial, LLC holds $4,280,199 across 2 Advertising Agencies names.

#	Ticker	Company	Shares	Value (USD)	Open
1	APP	AppLovin Corp	7,508	$3,868,346
2	OMC	Omnicom Group Inc.	5,655	$411,853

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$205,435	9,054	+10.8%	Shares	Sole	2026-05-15
2025-12-31	$310,285	8,174	-13.2%	Shares	Sole	2026-02-13
2025-09-30	$461,331	9,413	-14.6%	Shares	Sole	2025-11-14
2025-06-30	$793,761	11,026	-6.1%	Shares	Sole	2025-08-13
2025-03-31	$642,412	11,740	+282.7%	Shares	Sole	2025-05-14
2024-12-31	$360,582	3,068	+49.6%	Shares	Sole	2025-02-12
2024-09-30	$224,892	2,051	-10.1%	Shares	Sole	2024-11-12
2024-06-30	$222,882	2,282	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.