Position in TTD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,146,661
-$977,042 QoQ
Shares Held
174,041
-4.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#131
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $3,428,877 across 2 Advertising Agencies names. TTD ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
This page
|
174,041 | $3,146,661 | |
| 2 | OMC |
Omnicom Group Inc.
|
3,875 | $282,216 |
All Filings in TTD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,146,661 | 174,041 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,123,703 | 181,741 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,876,220 | 391,892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,932,416 | 529,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,530,317 | 1,118,632 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,140,373 | 916,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $108,628,865 | 924,265 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $106,690,875 | 973,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,166,620 | 974,369 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $85,614,077 | 979,342 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $70,734,233 | 982,966 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $77,154,916 | 987,267 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,695,676 | 993,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,944,576 | 984,150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,096,155 | 1,005,937 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,247,669 | 1,041,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,281,164 | 1,057,082 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $74,539,176 | 1,076,378 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $103,298,624 | 1,127,222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,198,872 | 1,140,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $89,704,412 | 1,159,571 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $78,420,112 | 120,339 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $128,658,222 | 160,622 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $113,440,066 | 218,667 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $97,018,135 | 238,667 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $45,975,109 | 238,213 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||