Position in TTD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,977
-$15,255 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#546
of 678 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $44,164 across 2 Advertising Agencies names. TTD ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
78 | $40,187 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
220 | $3,977 |
All Filings in TTD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,977 | 220 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $19,232 | 220 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||