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Everhart Financial Group, Inc.

Position in TTD — Trade Desk, Inc.

CIK 1852858 Dublin, OH

Position in TTD

as of Mar 31, 2026 · filed Apr 9, 2026
Position Value
$473,744
-$316,507 QoQ
Shares Held
20,879
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
22 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, 2026

Everhart Financial Group, Inc. holds $1,476,649 across 1 Advertising Agencies name.

# Ticker Company Shares Value (USD) Open

All Filings in TTD

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22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $473,744 20,879
2025-12-31 $790,251 20,818
2025-09-30 $1,186,581 24,211
2025-06-30 $803,408 11,160
2025-03-31 $535,708 9,790
2024-12-31 $1,194,339 10,162
2024-09-30 $947,704 8,643
2024-06-30 $850,998 8,713
2024-03-31 $839,756 9,606
2023-12-31 $1,310,319 18,209
2023-09-30 $1,232,972 15,777
2023-06-30 $775,288 10,040
2023-03-31 $414,736 6,809
2022-12-31 $865,577 19,308
2022-09-30 $425,300 7,118
2022-06-30 $513,864 12,267
2022-03-31 $879,682 12,703
2021-12-31 $1,173,083 12,801
2021-09-30 $1,219,072 17,341
2021-06-30 $1,731,471 22,382
2021-03-31 $1,295,500 1,988
2020-12-31 $1,396,944 1,744