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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by Venturi 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 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of TTD by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−15,314−100.0%Sold outHolders
Q1 202615,314$347.5K<0.1%+4,752+45.0%AddedHolders
Q4 202510,562$400.9K<0.1%+249+2.4%AddedHolders
Q3 202510,313$505.4K<0.1%+5,613+119.4%AddedHolders
Q2 20254,700$338.4K<0.1%−1,142−19.5%ReducedHolders
Q1 20255,842$319.7K<0.1%+971+19.9%AddedHolders
Q4 20244,871$572.5K<0.1%+108+2.3%AddedHolders
Q3 20244,763$522.3K<0.1%+3+0.1%AddedHolders
Q2 20244,760$464.9K<0.1%+367+8.4%AddedHolders
Q1 20244,393$384.0K<0.1%+43+1.0%AddedHolders
Q4 20234,350$313.0K<0.1%−9−0.2%ReducedHolders
Q3 20234,359$340.7K<0.1%+9+0.2%AddedHolders
Q2 20234,350$335.9K<0.1%+123+2.9%AddedHolders
Q1 20234,227$257.5K<0.1%+4,227NewHolders
Q1 20220$00.0%−2,200−100.0%Sold outHolders
Q4 20212,200$202.0K<0.1%+2,200NewHolders