Position in ZD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,571
-$6,485 QoQ
Shares Held
30
-84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 264 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $162,502 across 13 Advertising Agencies names. ZD ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
173 | $89,134 | |
| 2 | OMC |
Omnicom Group Inc.
|
535 | $38,964 | |
| 3 | QNST |
Quinstreet, Inc
|
805 | $11,793 | |
| 4 | DV |
DoubleVerify Holdings, Inc.
|
741 | $8,032 | |
| 5 | TTD |
Trade Desk, Inc.
|
228 | $4,122 | |
| 6 | MGNI |
Magnite, Inc.
|
141 | $2,676 | |
| 7 | NEXN |
Nexxen International Ltd.
|
293 | $2,645 | |
| 8 | ZD |
Ziff Davis, Inc.
This page
|
30 | $1,571 |
All Filings in ZD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571 | 30 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||