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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by Wealthspire Advisors, 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 2026)
12,375
Value
$223.7K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2021
Holdings of TTD by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,375$223.7K<0.1%+12,375NewHolders
Q1 20260$00.0%−5,933−100.0%Sold outHolders
Q4 20255,933$225.2K<0.1%+5,387+986.6%AddedHolders
Q3 2025546$26.8K<0.1%+546NewHolders
Q3 20240$00.0%−6,128−100.0%Sold outHolders
Q2 20246,128$598.5K<0.1%+6,128NewHolders
Q2 20210$00.0%−5,550−100.0%Sold outConverted for a 10-for-1 splitHolders
Q1 2021555$362.0K<0.1%––Holders

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