Position in OMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$856,772
+$71,967 QoQ
Shares Held
11,764
+12.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#494
of 1,094 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,051,865 across 4 Advertising Agencies names. OMC ranks #2 (28.1% of the industry book) .
All Filings in OMC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,772 | 11,764 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $784,805 | 10,421 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $777,218 | 9,625 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $456,675 | 6,348 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $602,672 | 7,269 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $661,819 | 7,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $714,218 | 6,908 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $462,044 | 5,151 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $477,510 | 4,935 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $403,655 | 4,666 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $383,497 | 5,149 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $464,047 | 289,951 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $160,481 | 46,248 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $508,670 | 6,236 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $420,271 | 6,607 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $551,550 | 6,498 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $476,914 | 6,509 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $496,640 | 6,854 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $585,766 | 7,323 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $542,778 | 7,320 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $444,323 | 7,124 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $450,895 | 9,109 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $864,099 | 15,826 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $945,597 | 17,224 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||