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Burkett Financial Services’s Trade Desk TTD Stock Holding History

Burkett Financial Services’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.22K Hold
100
– – ﹤0.01% 361
2026
Q2 		$1.81K Hold
100
– – ﹤0.01% 241
2026
Q1 		$2.27K Hold
100
– – ﹤0.01% 217
2025
Q4 		$3.8K Hold
100
– – ﹤0.01% 185
2025
Q3 		$4.9K Hold
100
– – ﹤0.01% 171
2025
Q2 		$7.2K Hold
100
– – ﹤0.01% 157
2025
Q1 		$5.47K Hold
100
– – ﹤0.01% 184
2024
Q4 		$11.8K Hold
100
– – ﹤0.01% 139
2024
Q3 		$11K Hold
100
– – ﹤0.01% 132
2024
Q2 		$9.77K Hold
100
– – 0.01% 139
2024
Q1 		$8.74K Hold
100
– – ﹤0.01% 146
2023
Q4 		$7.2K Buy
+100
New +$7.35K ﹤0.01% 145

Other funds holding TTD

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's TTD Position: Q3 2026 in Review

Burkett Financial Services held its Trade Desk (TTD) position steady in Q3 2026 at 100 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Burkett Financial Services first reported a position in TTD in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8K in Q4 2024. 8 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Burkett Financial Services held 100 shares of Trade Desk worth $1.22K as of Q3 2026.
  • Burkett Financial Services left its Trade Desk share count unchanged in Q3 2026.
  • Trade Desk made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #361 holding.
  • Burkett Financial Services first reported a position in Trade Desk in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Trade Desk position peaked at $11.8K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.