Position in TTD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$397
-$400 QoQ
Shares Held
22
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 678 holders
Holding Since
Dec 2020
17 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, 2026Concord Wealth Partners holds $21,299 across 2 Advertising Agencies names. TTD ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
287 | $20,902 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
22 | $397 |
All Filings in TTD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $797 | 21 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,029 | 21 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,511 | 21 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,094 | 20 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,350 | 20 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,193 | 20 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,953 | 20 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,748 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,950 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $3,204 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $3,166 | 41 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,497 | 41 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,838 | 41 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $837 | 20 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,385 | 20 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $20,025 | 25 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||