True Wealth Design’s Viant Technology DSP Stock Holding History

True Wealth Design’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$173	Sell	14 -4	-22%	-$50	﹤0.01%	2372
2026 Q2	$228	Buy	18 +9	+100%	+$101	﹤0.01%	2417
2026 Q1	$101	Sell	9 -3	-25%	-$33	﹤0.01%	2465
2025 Q4	$145	Buy	12 +4	+50%	+$40	﹤0.01%	2280
2025 Q3	$70	Sell	8 -38	-83%	-$434	﹤0.01%	2520
2025 Q2	$609	Buy	+46	New	+$630	﹤0.01%	1659

Other funds holding DSP

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

True Wealth Design's DSP Position: Q3 2026 in Review

True Wealth Design reduced its Viant Technology (DSP) stake by 22% in Q3 2026, selling an estimated $50 and leaving 14 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

True Wealth Design first reported a position in DSP in Q2 2025 and has held it in 6 quarters since. The position peaked at $609 in Q2 2025. 6 funds tracked by Wall St. Rank hold DSP as of Q3 2026.

True Wealth Design held 14 shares of Viant Technology worth $173 as of Q3 2026.
True Wealth Design sold 4 Viant Technology shares in Q3 2026, an estimated $50.
Viant Technology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2372 holding.
True Wealth Design first reported a position in Viant Technology in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Viant Technology position peaked at $609 in Q2 2025.
6 funds tracked by Wall St. Rank held Viant Technology as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.