Ownership history in Advisor OS, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in THE TRADE DESK INC (TTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 8,919 | +1,223 | +15.9% | 0.04% | $437K | $49.01 |
| 2025 Q2 | ADDED | 7,696 | +1,208 | +18.6% | 0.05% | $554K | $71.99 |
| 2025 Q1 | ADDED | 6,488 | +2,844 | +78.0% | 0.04% | $355K | $54.72 |
| 2024 Q4 | INITIATED | 3,644 | — | — | 0.05% | $428K | $117.53 |
As of 2025 Q4 — sorted by position size