Position in TTD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$340,175
-$77,275 QoQ
Shares Held
18,815
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#336
of 678 holders
Holding Since
Dec 2024
7 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, 2026Jacksonville Wealth Management, LLC holds $340,175 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
|
18,815 | $340,175 |
All Filings in TTD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,175 | 18,815 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $417,450 | 18,398 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $662,477 | 17,452 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $790,237 | 16,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,129,235 | 15,686 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $635,955 | 11,622 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,317,628 | 11,211 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||