TTD — THE TRADE DESK INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, 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.

Peak position
0.24% (2024 Q3)
Avg. % of fund
0.15%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,650 +640 +12.8% 0.08% $277K $49.01
2025 Q2 UNCHANGED 5,010 — 0% 0.12% $361K $71.99
2025 Q1 REDUCED 5,010 -55 -1.1% 0.11% $274K $54.72
2024 Q4 REDUCED 5,065 -160 -3.1% 0.22% $595K $117.53
2024 Q3 INITIATED 5,225 — — 0.24% $573K $109.65
% of Fund (quarterly)    TTD price (monthly, adj. close)

Other funds also holding TTD

As of 2025 Q4 — sorted by position size

Arthedge Capital Management, LLC 3Y 6.05% Hunting Hill Global Capital, LLC 3Y 7Y 3.64% Bayesian Capital Management, LP 3Y 7Y 2.0% Synergy Financial Group, LTD 3Y 1.99% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.94% Leibman Financial Services, Inc. 1.9% Teza Capital Management LLC 3Y 7Y 1.85% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1.52% Maxi Investments CY Ltd 3Y 1.52% Capital Impact Advisors, LLC 3Y 7Y 1.34%
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