Position in TTD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,820
-$33,368 QoQ
Shares Held
156
-90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#562
of 677 holders
Holding Since
Jun 2023
10 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, 2026Ascentis Independent Advisors holds $20,141 across 4 Advertising Agencies names. TTD ranks #3 (14.0% of the industry book) .
All Filings in TTD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820 | 156 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $36,188 | 1,595 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $626,241 | 8,699 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $458,334 | 8,376 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $946,939 | 8,057 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $873,033 | 7,962 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $779,504 | 7,981 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $580,861 | 8,072 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $650,286 | 8,321 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $679,149 | 8,795 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||