Synergy Financial Group, LTD

Position in TTD — Trade Desk, Inc.

CIK 1905669 SAN RAMON, CA

Position in TTD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,241,354

-$393,052 QoQ

Shares Held

68,659

-4.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#210

of 677 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Synergy Financial Group, LTD holds $1,241,354 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	68,659	$1,241,354

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,241,354	68,659	-4.7%	Shares	Sole	2026-08-05
2026-03-31	$1,634,406	72,032	-3.4%	Shares	Sole	2026-05-15
2025-12-31	$2,830,145	74,556	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$3,714,271	75,786	+40.9%	Shares	Sole	2025-11-17
2025-06-30	$3,872,774	53,796	+14.2%	Shares	Sole	2025-08-15
2025-03-31	$2,576,710	47,089	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$5,475,957	46,592	-2.7%	Shares	Sole	2025-02-04
2024-09-30	$5,250,809	47,887	+0.5%	Shares	Sole	2024-11-18
2024-06-30	$4,654,170	47,652	-2.8%	Shares	Sole	2024-08-13
2024-03-31	$4,285,153	49,018	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$3,535,322	49,129	-3.5%	Shares	Sole	2024-02-15
2023-09-30	$3,977,522	50,896	+1.4%	Shares	Sole	2023-11-02
2023-06-30	$3,877,679	50,216	+1.5%	Shares	Sole	2023-08-16
2023-03-31	$3,012,669	49,461	-7.7%	Shares	Sole	2023-05-03
2022-12-31	$2,401,094	53,560	-14.8%	Shares	Sole	2023-02-03
2022-09-30	$3,754,809	62,842	+0.6%	Shares	Sole	2022-11-01
2022-06-30	$2,617,412	62,483	+1.3%	Shares	Sole	2022-08-04
2022-03-31	$4,272,586	61,698	+7.1%	Shares	Sole	2022-08-03
2021-12-31	$5,280,571	57,623	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.