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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by Ascent Wealth Partners, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of TTD by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−38,890−100.0%Sold outHolders
Q1 202538,890$2.13M0.3%+2,138+5.8%AddedHolders
Q4 202436,752$4.32M0.6%+5,614+18.0%AddedHolders
Q3 202431,138$3.41M0.5%−50.0%ReducedHolders
Q2 202431,143$3.04M0.4%+827+2.7%AddedHolders
Q1 202430,316$2.65M0.4%+67+0.2%AddedHolders
Q4 202330,249$2.18M0.4%+11,286+59.5%AddedHolders
Q3 202318,963$1.48M0.3%+60.0%AddedHolders
Q2 202318,957$1.50M0.3%+719+3.9%AddedHolders
Q1 202318,238$1.11M0.2%+668+3.8%AddedHolders
Q4 202217,570$787.2K0.2%+17,570NewHolders
Q2 20220$00.0%−27,502−100.0%Sold outHolders
Q1 202227,502$1.91M0.4%−8,640−23.9%ReducedHolders
Q4 202136,142$3.31M0.6%+572+1.6%AddedHolders
Q3 202135,570$2.50M0.5%−19−0.1%ReducedHolders
Q2 202135,589$2.75M0.5%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 20213,574$2.33M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.