Bleakley Financial Group, LLC

Position in TTD — Trade Desk, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in TTD

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

Position Value

$309,999

-$606,722 QoQ

Shares Held

17,146

-57.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#350

of 678 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $2,362,356 across 3 Advertising Agencies names. TTD ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OMC	Omnicom Group Inc.	24,751	$1,802,615
2	TTD	Trade Desk, Inc. This page	17,146	$309,999
3	FLNT	Fluent, Inc.	66,955	$249,742

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,999	17,146	-57.6%	Shares	Sole	2026-08-05
2026-03-31	$916,721	40,402	+130.1%	Shares	Sole	2026-05-04
2025-12-31	$666,387	17,555	-26.5%	Shares	Sole	2026-02-09
2025-09-30	$1,170,260	23,878	-10.7%	Shares	Sole	2025-11-10
2025-06-30	$1,924,652	26,735	+7.4%	Shares	Sole	2025-07-30
2025-03-31	$1,362,254	24,895	-4.1%	Shares	Sole	2025-05-01
2024-12-31	$3,050,843	25,958	-13.3%	Shares	Sole	2025-01-27
2024-09-30	$3,282,153	29,933	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$2,880,092	29,488	-13.5%	Shares	Sole	2024-08-12
2024-03-31	$2,978,836	34,075	+188.4%	Shares	Sole	2024-05-08
2023-12-31	$850,135	11,814	-2.6%	Shares	Sole	2024-01-25
2023-09-30	$948,193	12,133	-17.4%	Shares	Sole	2023-11-14
2023-06-30	$1,134,825	14,696	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$932,471	15,309	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$683,119	15,238	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.