ACTION POINT FINANCIAL PLANNING, LLC

Position in TTD — Trade Desk, Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in TTD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$535,127

New position

Shares Held

29,598

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#284

of 678 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $597,825 across 6 Advertising Agencies names. TTD ranks #1 (89.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTD	Trade Desk, Inc. This page	29,598	$535,127
2	APP	AppLovin Corp	102	$52,548
3	OMC	Omnicom Group Inc.	108	$7,863
4	WPP	WPP plc	90	$1,393
5	MGNI	Magnite, Inc.	43	$813
6	STGW	Stagwell Inc	11	$81

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,127	29,598	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.