Arkadios Wealth Advisors

Position in TTD — Trade Desk, Inc.

CIK 1800798 ATLANTA, GA

Back to TTD Full portfolio

Position in TTD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$747,806

-$427,035 QoQ

Shares Held

41,361

-20.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#253

of 678 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Derivatives in TTD

reported options exposure · as of Jun 30, 2026

CallValue

$59,664

CallShares

3,300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $6,769,890 across 3 Advertising Agencies names. TTD ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	10,614	$5,468,650
2	TTD	Trade Desk, Inc. This page	41,361	$747,806
3	OMC	Omnicom Group Inc.	7,599	$553,434

All Filings in TTD

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,664	3,300	-45.9%	Call	Sole	2026-08-10
2026-06-30	$747,806	41,361	-20.1%	Shares	Sole	2026-08-10
2026-03-31	$138,409	6,100	+19.6%	Call	Sole	2026-05-18
2026-03-31	$1,174,841	51,778	+78.3%	Shares	Sole	2026-05-18
2025-12-31	$193,596	5,100	-64.1%	Call	Sole	2026-02-13
2025-12-31	$1,102,623	29,047	-49.5%	Shares	Sole	2026-02-13
2025-09-30	$695,942	14,200	+19.3%	Call	Sole	2025-10-29
2025-09-30	$2,820,573	57,551	+2.2%	Shares	Sole	2025-10-29
2025-06-30	$856,681	11,900	—	Call	Sole	2025-08-04
2025-06-30	$4,053,036	56,300	+857.6%	Shares	Sole	2025-08-04
2025-03-31	$321,698	5,879	+55.6%	Shares	Sole	2025-05-08
2024-12-31	$444,028	3,778	+37.3%	Shares	Sole	2025-01-15
2024-09-30	$301,647	2,751	+12.8%	Shares	Sole	2024-10-24
2024-03-31	$213,217	2,439	-17.9%	Shares	Sole	2024-04-30
2023-09-30	$232,261	2,972	+350.3%	Shares	Sole	2023-10-13
2021-09-30	$46,398	660	0.0%	Shares	Sole	2021-10-19
2021-06-30	$51,057	660	+1592.3%	Shares	Sole	2021-07-28
2020-09-30	$20,232	39	0.0%	Shares	Sole	2020-11-10
2020-06-30	$15,853	39	0.0%	Shares	Sole	2020-08-10
2020-03-31	$7,527	39	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.