TTD THE TRADE DESK INC

Ownership history in Aries Wealth Management  ·  18 quarters on record

This page tracks every 13F SEC filing in which Aries Wealth Management 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.

Peak position
0.16% (2020 Q4)
Avg. % of fund
0.11%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,700 0% 0.05% $230K $49.01
2025 Q2 UNCHANGED 4,700 0% 0.09% $338K $71.99
2025 Q1 ADDED 4,700 +700 +17.5% 0.07% $257K $54.72
2024 Q4 UNCHANGED 4,000 0% 0.13% $470K $117.53
2024 Q3 UNCHANGED 4,000 0% 0.12% $439K $109.65
2024 Q2 UNCHANGED 4,000 0% 0.12% $391K $97.67
2024 Q1 UNCHANGED 4,000 0% 0.11% $350K $87.42
2023 Q4 REDUCED 4,000 -60 -1.5% 0.10% $288K $71.96
2023 Q3 ADDED 4,060 +60 +1.5% 0.13% $328K $78.15
2023 Q2 UNCHANGED 4,000 0% 0.12% $309K $77.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TTD price (monthly, adj. close)
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