Financial Perspectives, Inc

Position in TTD — Trade Desk, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in TTD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,988

-$507 QoQ

Shares Held

110

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#575

of 677 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $1,988 across 1 Advertising Agencies name. TTD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TTD	Trade Desk, Inc. This page	110	$1,988

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,988	110	0.0%	Shares	Sole	2026-07-24
2026-03-31	$2,495	110	0.0%	Shares	Sole	2026-05-11
2025-12-31	$4,175	110	-11.3%	Shares	Sole	2026-01-28
2025-09-30	$6,077	124	0.0%	Shares	Sole	2025-10-22
2025-06-30	$8,926	124	0.0%	Shares	Sole	2025-07-30
2025-03-31	$6,785	124	0.0%	Shares	Sole	2025-04-18
2024-12-31	$14,573	124	0.0%	Shares	Sole	2025-02-03
2024-09-30	$13,596	124	0.0%	Shares	Sole	2024-10-17
2024-06-30	$12,111	124	0.0%	Shares	Sole	2024-08-09
2024-03-31	$10,840	124	0.0%	Shares	Sole	2024-04-19
2023-12-31	$8,923	124	0.0%	Shares	Sole	2024-02-01
2023-09-30	$9,690	124	0.0%	Shares	Sole	2024-01-10
2023-06-30	$9,575	124	0.0%	Shares	Sole	2024-01-10
2023-03-31	$7,552	124	0.0%	Shares	Sole	2024-01-10
2022-12-31	$5,558	124	-28.7%	Shares	Sole	2024-01-10
2022-09-30	$10,396	174	0.0%	Shares	Sole	2024-01-10
2022-06-30	$7,288	174	0.0%	Shares	Sole	2024-01-10
2022-03-31	$12,049	174	0.0%	Shares	Sole	2024-01-10
2021-12-31	$15,945	174	+8.8%	Shares	Sole	2024-01-10
2021-09-30	$11,248	160	0.0%	Shares	Sole	2024-01-10
2021-06-30	$12,377	160	-98.5%	Shares	Sole	2024-01-10
2021-03-31	$16	10,427	+80107.7%	Shares	Sole	2024-01-10
2020-12-31	$10,413	13	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.