Position in TTD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,386
-$609 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 677 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $55,969 across 2 Advertising Agencies names. TTD ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
104 | $53,583 | |
| 2 | TTD |
Trade Desk, Inc.
This page
|
132 | $2,386 |
All Filings in TTD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386 | 132 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,995 | 132 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,010 | 132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,547 | 154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,621 | 217 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,551 | 138 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,513 | 132 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $19,079 | 174 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $16,994 | 174 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $15,211 | 174 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $12,521 | 174 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||