Skip to main content

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

TTD holding history

Trade Desk, Inc. in every 13F filed by Vance Wealth, Inc., 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
4
Since Q4 2021
Holdings of TTD by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,940−100.0%Sold outHolders
Q4 20241,940$228.0K0.1%−54−2.7%ReducedHolders
Q3 20241,994$218.7K0.1%+1,994NewHolders
Q2 20220$00.0%−3,619−100.0%Sold outHolders
Q1 20223,619$251.0K0.3%+305+9.2%AddedHolders
Q4 20213,314$304.0K0.3%–No prior filingHolders