Position in TTD
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$975
-$695 QoQ
Shares Held
43
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Private Wealth Management Group, LLC holds $54,006 across 3 Advertising Agencies names.
All Filings in TTD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $975 | 43 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,670 | 44 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,282 | 169 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,166 | 169 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,660 | 140 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,444 | 225 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $24,671 | 225 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $21,975 | 225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,669 | 225 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,037 | 70 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||