TTD THE TRADE DESK INC

Ownership history in RMR Wealth Builders  ·  12 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders 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
0.13% (2024 Q4)
Avg. % of fund
0.08%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,469 -726 -7.9% 0.03% $415K $49.01
2025 Q2 REDUCED 9,195 -1,510 -14.1% 0.06% $662K $71.99
2025 Q1 ADDED 10,705 +92 +0.9% 0.06% $586K $54.72
2024 Q4 ADDED 10,613 +89 +0.8% 0.13% $1.2M $117.53
2024 Q3 ADDED 10,524 +2,042 +24.1% 0.12% $1.2M $109.65
2024 Q2 ADDED 8,482 +1,061 +14.3% 0.10% $828K $97.67
2024 Q1 ADDED 7,421 +1,308 +21.4% 0.08% $649K $87.42
2023 Q4 REDUCED 6,113 -144 -2.3% 0.06% $440K $71.96
2023 Q3 ADDED 6,257 +7 +0.1% 0.08% $489K $78.15
2023 Q2 ADDED 6,250 +30 +0.5% 0.08% $483K $77.22
2 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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