TFC Financial Management, Inc.

Position in TTD — Trade Desk, Inc.

CIK 1827844 BOSTON, MA

Position in TTD

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$371,526

-$198,443 QoQ

Shares Held

16,374

+9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

TFC Financial Management, Inc. holds $45,182 across 2 Advertising Agencies names.

#	Ticker	Company	Shares	Value (USD)	Open
1	APP	AppLovin Corp	86	$44,309
2	OMC	Omnicom Group Inc.	12	$873

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$371,526	16,374	+9.1%	Shares	Sole	2026-04-23
2025-12-31	$569,969	15,015	+0.0%	Shares	Sole	2026-01-23
2025-09-30	$735,689	15,011	0.0%	Shares	Sole	2025-10-24
2025-06-30	$1,080,641	15,011	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$820,800	15,000	-2.5%	Shares	Sole	2025-04-24
2024-12-31	$1,809,021	15,392	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,687,732	15,392	0.0%	Shares	Sole	2024-10-25
2024-06-30	$1,503,336	15,392	0.0%	Shares	Sole	2024-07-23
2024-03-31	$1,345,568	15,392	-0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,107,752	15,394	0.0%	Shares	Sole	2024-01-25
2023-09-30	$1,203,041	15,394	+0.4%	Shares	Sole	2023-10-23
2023-06-30	$1,184,091	15,334	+0.0%	Shares	Sole	2023-08-07
2023-03-31	$933,750	15,330	0.0%	Shares	Sole	2023-05-08
2022-12-31	$687,243	15,330	+4545.5%	Shares	Sole	2023-02-13
2022-09-30	$19,717	330	0.0%	Shares	Sole	2022-10-21
2022-06-30	$13,823	330	-50.0%	Shares	Sole	2022-08-03
2022-03-31	$45,705	660	0.0%	Shares	Sole	2022-05-04
2021-12-31	$60,482	660	0.0%	Shares	Sole	2022-02-02
2021-09-30	$46,398	660	0.0%	Shares	Sole	2021-11-02
2021-06-30	$51,057	660	+900.0%	Shares	Sole	2021-07-29
2021-03-31	$43,009	66	0.0%	Shares	Sole	2021-05-03
2020-12-31	$52,866	66	0.0%	Shares	Sole	2021-02-10
2020-09-30	$34,239	66	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.