Position in TTD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,040
-$2,305 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
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, 2026Private Wealth Asset Management, LLC holds $61,768 across 2 Advertising Agencies names. TTD ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
724 | $52,728 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
500 | $9,040 |
All Filings in TTD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,040 | 500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,345 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,093 | 503 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,652 | 503 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,210 | 503 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $28,016 | 512 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||