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EP Wealth Advisors, LLC: TTD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on TTD, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 15,320 TTD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,320 shares
    Change vs previous 13F -611 shares

    <0.01% of the 13F portfolio, value $276,990.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,931 shares
    Change vs previous 13F -1,044 shares

    <0.01% of the 13F portfolio, value $361,480.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,975 shares
    Change vs previous 13F +2,759 shares

    <0.01% of the 13F portfolio, value $644,357.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 14,216 shares
    Change vs previous 13F +645 shares

    0.01% of the 13F portfolio, value $1,023,384.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,571 shares
    Change vs previous 13F -1,878 shares

    0.01% of the 13F portfolio, value $742,580.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 15,449 shares
    Change vs previous 13F +4,871 shares

    0.01% of the 13F portfolio, value $1,815,700.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 10,578 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,159,880.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).