PACES FERRY WEALTH ADVISORS, LLC TTD — THE TRADE DESK INC

Ownership history in PACES FERRY WEALTH ADVISORS, LLC  ·  22 quarters on record

AI Ownership Summary

PACES FERRY WEALTH ADVISORS, LLC reported THE TRADE DESK INC (TTD) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2024 Q3. The latest visible filing shows TTD at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PACES FERRY WEALTH ADVISORS, LLC's position in THE TRADE DESK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TTD was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTD stock page PACES FERRY WEALTH ADVISORS, LLC fund profile PACES FERRY WEALTH ADVISORS, LLC full holdings
How PACES FERRY WEALTH ADVISORS, LLC held TTD — position size vs. price
% of Fund (quarterly)    TTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37.0% -40.2% ✅ 10,644 -6,238 -37.0% 0.16% $404K 2026-02-11 $27.23
2025 Q3 REDUCED 15.0% -21.7% ✅ 16,882 -2,978 -15.0% 0.34% $827K 2025-11-14 $41.93
2025 Q2 ADDED — — — 19,860 +5 +0.0% 0.66% $1.4M 2025-08-14 $50.76
2025 Q1 REDUCED — — — 19,855 -84 -0.4% 0.54% $1.1M 2025-05-14 $79.14
2024 Q4 REDUCED — — — 19,939 -29 -0.1% 1.14% $2.3M 2025-02-11 $120.21
2024 Q3 ADDED — — — 19,968 +2 +0.0% 1.26% $2.2M 2024-11-12 $131.20
2024 Q2 ADDED — — — 19,966 +53 +0.3% 1.18% $2.0M 2024-08-12 $97.04
2024 Q1 REDUCED — — — 19,913 -70 -0.4% 1.11% $1.7M 2024-05-01 $85.41
2023 Q4 UNCHANGED — — — 19,983 — 0% 1.00% $1.4M 2024-02-05 $67.50
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TTD

As of 2026 Q1 — sorted by position size

Arthedge Capital Management, LLC 3Y 4.78% Capital Impact Advisors, LLC 3Y 7Y 2.06% Leibman Financial Services, Inc. 1.81% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.34% Hunting Hill Global Capital, LLC 3Y 7Y 1.32% Synergy Financial Group, LTD 3Y 1.23% Warm Springs Advisors Inc. 1.02% FORA Capital, LLC 3Y 0.99% RD Finance Ltd 0.95% Counterpoint Mutual Funds LLC 3Y 0.7%

FAQ About PACES FERRY WEALTH ADVISORS, LLC and TTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has PACES FERRY WEALTH ADVISORS, LLC reported owning TTD?

PACES FERRY WEALTH ADVISORS, LLC reported TTD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TTD position in PACES FERRY WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for TTD was 1.26% in 2024 Q3.

What is the latest reported TTD position on this page?

The most recent filing on this page is 2025 Q4, when PACES FERRY WEALTH ADVISORS, LLC reported 10,644 shares, equal to 0.16% of portfolio, with an estimated market value of $404K.

What does the chart on this TTD ownership page compare?

The chart compares PACES FERRY WEALTH ADVISORS, LLC's quarterly TTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PACES FERRY WEALTH ADVISORS, LLC time their TTD position?

Based on 13F filing dates vs. subsequent TTD price moves, PACES FERRY WEALTH ADVISORS, LLC correctly timed 13 out of 20 reported position changes (65%). The annualised alpha on TTD relative to SPY over the holding period was -29.4%.

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