SHP Wealth Management

Position in TTD — Trade Desk, Inc.

CIK 1807060 PLYMOUTH, MA

Position in TTD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$38,673

-$11,517 QoQ

Shares Held

2,139

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#460

of 678 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

SHP Wealth Management holds $77,089 across 4 Advertising Agencies names. TTD ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTD	Trade Desk, Inc. This page	2,139	$38,673
2	APP	AppLovin Corp	61	$31,429
3	OMC	Omnicom Group Inc.	76	$5,535
4	DV	DoubleVerify Holdings, Inc.	134	$1,452

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,673	2,139	-3.3%	Shares	Sole	2026-08-11
2026-03-31	$50,190	2,212	-27.2%	Shares	Sole	2026-05-08
2025-12-31	$115,322	3,038	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.