Position in TTD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,814
+$3,625 QoQ
Shares Held
211
+4120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#546
of 677 holders
Holding Since
Dec 2020
6 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $306,459 across 4 Advertising Agencies names. TTD ranks #4 (1.2% of the industry book) .
All Filings in TTD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,814 | 211 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $189 | 5 | Shares | Sole | 2026-01-22 | |
| 2022-06-30 | $8,922 | 213 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,547 | 20 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,303 | 2 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,602 | 2 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||