Position in ZD
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$8,056
-$380 QoQ
Shares Held
192
-20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026True Wealth Design, LLC holds $206,579 across 13 Advertising Agencies names. ZD ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
1,144 | $86,154 | |
| 2 | APP |
AppLovin Corp
|
169 | $67,262 | |
| 3 | TTD |
Trade Desk, Inc.
|
815 | $18,492 | |
| 4 | DV |
DoubleVerify Holdings, Inc.
|
1,928 | $18,316 | |
| 5 | ZD |
Ziff Davis, Inc.
This page
|
192 | $8,056 | |
| 6 | QNST |
Quinstreet, Inc
|
443 | $5,320 | |
| 7 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
397 | $940 | |
| 8 | NEXN |
Nexxen International Ltd.
|
106 | $691 |
All Filings in ZD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,056 | 192 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,436 | 240 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,325 | 271 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,680 | 485 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $187 | 5 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||