Position in TTD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,040
-$2,305 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#514
of 677 holders
Holding Since
Mar 2025
6 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $9,040 across 1 Advertising Agencies name. TTD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
This page
|
500 | $9,040 |
All Filings in TTD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,040 | 500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,345 | 500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,980 | 500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,505 | 500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,995 | 500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,360 | 500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||