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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by AE 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of TTD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−6,710−100.0%Sold outHolders
Q4 20256,710$254.7K<0.1%+1,955+41.1%AddedHolders
Q3 20254,755$233.0K<0.1%+202+4.4%AddedHolders
Q2 20254,553$327.8K<0.1%+235+5.4%AddedHolders
Q1 20254,318$236.3K<0.1%−36−0.8%ReducedHolders
Q4 20244,354$511.7K<0.1%−1,283−22.8%ReducedHolders
Q3 20245,637$618.0K<0.1%+1,461+35.0%AddedHolders
Q2 20244,176$407.9K<0.1%+155+3.9%AddedHolders
Q1 20244,021$351.5K<0.1%−68,830−94.5%ReducedHolders
Q4 202372,851$4.95M<0.1%−12,204−14.3%ReducedHolders
Q3 202385,055$6.65M<0.1%+403+0.5%AddedHolders
Q2 202384,652$6.54M<0.1%−1,539−1.8%ReducedHolders
Q1 202386,191$5.25M<0.1%+8,957+11.6%AddedHolders
Q4 202277,234$3.46M<0.1%−15,681−16.9%ReducedHolders
Q3 202292,915$5.55M<0.1%+27,451+41.9%AddedHolders
Q2 202265,464$2.74M<0.1%−46,379−41.5%ReducedHolders
Q1 2022111,843$7.75M0.1%−39,399−26.1%ReducedHolders
Q4 2021151,242$13.9M0.1%+5,099+3.5%AddedHolders
Q3 2021146,143$10.3M0.1%+13,736+10.4%AddedHolders
Q2 2021132,407$10.2M0.1%+49,037+58.8%AddedConverted for a 10-for-1 splitHolders
Q1 20218,337$5.43M0.1%––Holders

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