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HB Wealth Management, LLC

Position in TTD — Trade Desk, Inc.

CIK 1911253 Atlanta, GA

Position in TTD

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$187,471
-$74,099 QoQ
Shares Held
10,369
-10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 677 holders
Holding Since
Dec 2021
17 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, 2026

HB Wealth Management, LLC holds $4,910,449 across 3 Advertising Agencies names. TTD ranks #3 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TTD
Trade Desk, Inc.
This page
10,369 $187,471

All Filings in TTD

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $187,471 10,369
2026-03-31 $261,570 11,528
2025-12-31 $330,517 8,707
2025-09-30 $502,499 10,253
2025-06-30 $809,095 11,239
2025-03-31 $675,901 12,352
2024-12-31 $1,062,471 9,040
2024-09-30 $880,489 8,030
2024-06-30 $740,826 7,585
2024-03-31 $721,564 8,254
2023-12-31 $388,224 5,395
2023-09-30 $382,544 4,895
2023-06-30 $356,756 4,620
2023-03-31 $258,928 4,251
2022-06-30 $270,944 6,468
2022-03-31 $497,076 7,178
2021-12-31 $338,151 3,690