Position in TTD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$833,216
-$210,705 QoQ
Shares Held
46,085
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#246
of 677 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $1,190,301 across 2 Advertising Agencies names. TTD ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
This page
|
46,085 | $833,216 | |
| 2 | OMC |
Omnicom Group Inc.
|
4,903 | $357,085 |
All Filings in TTD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,216 | 46,085 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,043,921 | 46,008 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,574,466 | 41,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,049,990 | 41,828 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,027,251 | 42,051 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,312,576 | 42,262 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $5,047,678 | 42,948 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,641,374 | 42,329 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,480,122 | 45,870 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $655,562 | 7,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,075,210 | 42,735 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $3,073,170 | 39,324 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,032,969 | 39,277 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,386,514 | 39,181 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,755,542 | 39,160 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||