Avion Wealth

Position in TTD — Trade Desk, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in TTD

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$1,134

-$612 QoQ

Shares Held

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Mar 31, 2026

Avion Wealth holds $107,029 across 7 Advertising Agencies names. TTD ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	251	$99,898
2	OMC	Omnicom Group Inc.	48	$3,614
3	TTD	Trade Desk, Inc. This page	50	$1,134
4	ZD	Ziff Davis, Inc.	16	$671
5	ADV	Advantage Solutions Inc.	31	$655
6	MGNI	Magnite, Inc.	49	$582
7	DV	DoubleVerify Holdings, Inc.	50	$475

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,134	50	+8.7%	Shares	Sole	2026-05-01
2025-12-31	$1,746	46	-25.8%	Shares	Sole	2026-01-23
2025-09-30	$3,038	62	-39.2%	Shares	Sole	2025-10-24
2025-06-30	$7,342	102	+75.9%	Shares	Sole	2025-07-31
2025-03-31	$3,173	58	0.0%	Shares	Sole	2025-05-09
2024-12-31	$6,816	58	0.0%	Shares	Sole	2025-01-29
2024-09-30	$6,359	58	+9.4%	Shares	Sole	2024-10-18
2024-06-30	$5,176	53	+47.2%	Shares	Sole	2024-07-26
2024-03-31	$3,147	36	+33.3%	Shares	Sole	2024-05-03
2023-12-31	$1,942	27	-42.6%	Shares	Sole	2024-01-26
2023-09-30	$3,673	47	-41.2%	Shares	Sole	2023-10-20
2023-06-30	$6,177	80	-96.7%	Shares	Sole	2023-07-14
2021-06-30	$187,984	2,430	+4089.7%	Shares	Sole	2021-07-27
2021-03-31	$3,779	58	+480.0%	Shares	Sole	2021-05-06
2020-12-31	$801	10	0.0%	Shares	Sole	2021-01-26
2020-09-30	$518	10	—	Shares	Sole	2020-10-30
No filing history on record for this holder in this stock.