IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

TTD holding history

Trade Desk, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TTD overview All 13F holders of TTD Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q2 2025

Holdings of TTD by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−14−100.0%	Sold out	Holders
Q1 2026	14	$317	<0.1%	−8−36.4%	Reduced	Holders
Q4 2025	22	$835	<0.1%	+19+633.3%	Added	Holders
Q3 2025	3	$147	<0.1%	00.0%	Unchanged	Holders
Q2 2025	3	$216	<0.1%	+3	New	Holders