Ownership history in NewEdge Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, 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 | REDUCED | 7,963 | -22,035 | -73.5% | 0.01% | $380K | $49.01 |
| 2025 Q2 | REDUCED | 29,998 | -608 | -2.0% | 0.04% | $2.6M | $71.99 |
| 2025 Q1 | ADDED | 30,606 | +4,382 | +16.7% | 0.03% | $1.7M | $54.72 |
| 2024 Q4 | REDUCED | 26,224 | -422 | -1.6% | 0.05% | $3.1M | $117.53 |
| 2024 Q3 | ADDED | 26,646 | +3,657 | +15.9% | 0.05% | $2.9M | $109.65 |
| 2024 Q2 | REDUCED | 22,989 | -352 | -1.5% | 0.05% | $2.2M | $97.67 |
| 2024 Q1 | REDUCED | 23,341 | -548 | -2.3% | 0.05% | $2.1M | $87.42 |
| 2023 Q4 | REDUCED | 23,889 | -139 | -0.6% | 0.04% | $1.7M | $71.96 |
| 2023 Q3 | ADDED | 24,028 | +321 | +1.4% | 0.06% | $1.9M | $78.15 |
| 2023 Q2 | REDUCED | 23,707 | -222 | -0.9% | 0.06% | $1.8M | $77.22 |
As of 2025 Q4 — sorted by position size