Smallwood Wealth Investment Management, LLC
Position in TTD — Trade Desk, Inc.
CIK 1921304
RED BANK, NJ
Position in TTD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,269
-$1,527 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
All Filings in TTD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,269 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,796 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,901 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,398 | 200 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $10,944 | 200 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||