GoalVest Advisory LLC

Position in TTD — Trade Desk, Inc.

CIK 1839307 NEW YORK, NY

Position in TTD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$11,607

-$2,959 QoQ

Shares Held

642

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#500

of 677 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $14,301 across 2 Advertising Agencies names. TTD ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TTD	Trade Desk, Inc. This page	642	$11,607
2	OMC	Omnicom Group Inc.	37	$2,694

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,607	642	0.0%	Shares	Sole	2026-07-09
2026-03-31	$14,566	642	0.0%	Shares	Sole	2026-04-13
2025-12-31	$24,370	642	0.0%	Shares	Sole	2026-01-05
2025-09-30	$31,464	642	0.0%	Shares	Sole	2025-10-22
2025-06-30	$46,217	642	0.0%	Shares	Sole	2025-08-01
2025-03-31	$35,130	642	0.0%	Shares	Sole	2025-04-07
2024-12-31	$75,454	642	-35.9%	Shares	Sole	2025-01-17
2024-09-30	$109,869	1,002	0.0%	Shares	Sole	2024-11-06
2024-06-30	$97,865	1,002	0.0%	Shares	Sole	2024-07-30
2024-03-31	$87,594	1,002	0.0%	Shares	Sole	2024-04-15
2023-12-31	$72,103	1,002	0.0%	Shares	Sole	2024-01-02
2023-09-30	$78,306	1,002	-32.3%	Shares	Sole	2023-10-10
2023-06-30	$114,285	1,480	0.0%	Shares	Sole	2023-07-17
2023-03-31	$90,146	1,480	0.0%	Shares	Sole	2023-04-03
2022-12-31	$66,348	1,480	0.0%	Shares	Sole	2023-01-06
2022-09-30	$88,430	1,480	0.0%	Shares	Sole	2022-10-11
2022-06-30	$61,997	1,480	0.0%	Shares	Sole	2022-07-06
2022-03-31	$102,490	1,480	0.0%	Shares	Sole	2022-05-03
2021-06-30	$114,492	1,480	+1425.8%	Shares	Sole	2021-09-01
2021-03-31	$63,211	97	+31.1%	Shares	Sole	2021-05-13
2020-12-31	$59,274	74	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.