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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by Concentrum Wealth Management, 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 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of TTD by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,675−100.0%Sold outHolders
Q4 20242,675$314.4K0.1%+4+0.1%AddedHolders
Q3 20242,671$292.9K0.1%+3+0.1%AddedHolders
Q2 20242,668$260.6K0.1%−73−2.7%ReducedHolders
Q1 20242,741$239.6K0.1%+2,741NewHolders
Q4 20230$00.0%−2,722−100.0%Sold outHolders
Q3 20232,722$212.7K0.1%+2,722NewHolders
Q2 20220$00.0%−4,500−100.0%Sold outHolders
Q1 20224,500$312.0K0.2%00.0%UnchangedHolders
Q4 20214,500$412.0K0.2%00.0%UnchangedHolders
Q3 20214,500$316.0K0.2%00.0%UnchangedHolders
Q2 20214,500$348.0K0.2%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 2021450$293.0K0.2%––Holders

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