Position in OMC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,546
-$44,877 QoQ
Shares Held
3,550
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#759
of 1,094 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026WealthPLAN Partners, LLC holds $258,546 across 1 Advertising Agencies name. OMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
This page
|
3,550 | $258,546 |
All Filings in OMC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,546 | 3,550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $303,423 | 4,029 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $394,463 | 4,885 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||