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LRI Investments, LLC

Position in TTD — Trade Desk, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in TTD

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$18,369
-$3,186 QoQ
Shares Held
1,016
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 677 holders
Holding Since
Jun 2024
9 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, 2026

LRI Investments, LLC holds $660,147 across 5 Advertising Agencies names. TTD ranks #3 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TTD
Trade Desk, Inc.
This page
1,016 $18,369

All Filings in TTD

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,369 1,016
2026-03-31 $21,555 950
2025-12-31 $36,062 950
2025-09-30 $46,559 950
2025-06-30 $68,390 950
2025-03-31 $58,057 1,061
2024-12-31 $250,103 2,128
2024-09-30 $321,603 2,933
2024-06-30 $291,154 2,981