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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

TTD holding history

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

TTD overviewAll 13F holders of TTDFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of TTD by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−3,074−100.0%Sold outHolders
Q1 20243,074$268.7K<0.1%+3,074NewHolders
Q4 20230$00.0%−3,195−100.0%Sold outHolders
Q3 20233,195$249.7K<0.1%−2,408−43.0%ReducedHolders
Q2 20235,603$432.7K<0.1%+823+17.2%AddedHolders
Q1 20234,780$291.1K<0.1%+4,780NewHolders
Q1 20220$00.0%−3,506−100.0%Sold outHolders
Q4 20213,506$321.0K<0.1%+3,506NewHolders
Q3 20210$00.0%−2,610−100.0%Sold outHolders
Q2 20212,610$202.0K<0.1%+2,610NewHolders