Position in TTD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,030
-$263 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#609
of 678 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $2,575 across 2 Advertising Agencies names. TTD ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
3 | $1,545 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
57 | $1,030 |
All Filings in TTD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030 | 57 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,293 | 57 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,163 | 57 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||