TTD — The Trading Desk Inc (TTD)

Ownership history in Curbstone Financial Management Corp  ·  28 quarters on record

AI Ownership Summary

Curbstone Financial Management Corp reported The Trading Desk Inc (TTD) (TTD) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.35% in 2024 Q3. The latest visible filing shows TTD at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curbstone Financial Management Corp's position in The Trading Desk Inc (TTD), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TTD was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTD stock page Curbstone Financial Management Corp fund profile Curbstone Financial Management Corp full holdings
How Curbstone Financial Management Corp held TTD — position size vs. price
% of Fund (quarterly)    TTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 13,720 +900 +7.0% 0.13% $672K 2025-10-15 $51.10
2025 Q2 REDUCED 12,820 -2,100 -14.1% 0.19% $923K 2025-07-29 $84.53
2025 Q1 ADDED 14,920 +900 +6.4% 0.17% $816K 2025-04-15 $49.24
2024 Q4 REDUCED 14,020 -1,050 -7.0% 0.35% $1.6M 2025-01-22 $120.69
2024 Q3 UNCHANGED 15,070 — 0% 0.35% $1.7M 2024-10-03 $111.46
2024 Q2 REDUCED 15,070 -100 -0.7% 0.32% $1.5M 2024-07-03 $99.47
2024 Q1 REDUCED 15,170 -400 -2.6% 0.29% $1.3M 2024-04-09 $86.84
2023 Q4 UNCHANGED 15,570 — 0% 0.25% $1.1M 2024-01-08 $68.99
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TTD

As of 2026 Q1 — sorted by position size

Leibman Financial Services, Inc. 1.81% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.34% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.68% Integrated Financial Solutions, Inc. 0.65% Point Windward Advisors Inc. 3Y 7Y 0.46% Putney Financial Group LLC 0.34% Linden Thomas Advisory Services, LLC 3Y 0.23% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 0.19% Congress Park Capital LLC 3Y 7Y 0.17% Lifestyle Asset Management, Inc. 3Y 0.09%

FAQ About Curbstone Financial Management Corp and TTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curbstone Financial Management Corp reported owning TTD?

Curbstone Financial Management Corp reported TTD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TTD position in Curbstone Financial Management Corp's portfolio?

The largest reported portfolio weight for TTD was 0.35% in 2024 Q3.

What is the latest reported TTD position on this page?

The most recent filing on this page is 2025 Q3, when Curbstone Financial Management Corp reported 13,720 shares, equal to 0.13% of portfolio, with an estimated market value of $672K.

What does the chart on this TTD ownership page compare?

The chart compares Curbstone Financial Management Corp's quarterly TTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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