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Kingsview Wealth Management, LLC

Position in TTD — Trade Desk, Inc.

CIK 1791965 GRANTS PASS, OR

Position in TTD

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$345,689
-$91,002 QoQ
Shares Held
19,120
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#332
of 678 holders
Holding Since
Jun 2020
25 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, 2026

Kingsview Wealth Management, LLC holds $1,404,840 across 3 Advertising Agencies names. TTD ranks #3 (24.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TTD
Trade Desk, Inc.
This page
19,120 $345,689

All Filings in TTD

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $345,689 19,120
2026-03-31 $436,691 19,246
2025-12-31 $720,594 18,983
2025-09-30 $806,165 16,449
2025-06-30 $860,496 11,953
2025-03-31 $545,175 9,963
2024-12-31 $1,109,248 9,438
2024-09-30 $1,121,719 10,230
2024-06-30 $1,015,768 10,400
2024-03-31 $916,161 10,480
2023-12-31 $1,003,770 13,949
2023-09-30 $826,983 10,582
2023-06-30 $896,678 11,612
2023-03-31 $960,611 15,771
2022-12-31 $433,237 9,664
2022-09-30 $592,242 9,912
2022-06-30 $686,493 16,388
2022-03-31 $1,428,419 20,627
2021-12-31 $3,180,366 34,705
2021-09-30 $2,445,737 34,790
2021-06-30 $3,437,027 44,429
2021-03-31 $2,197,397 3,372
2020-12-31 $1,808,658 2,258
2020-09-30 $957,149 1,845
2020-06-30 $434,548 1,069