Position in OMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,691,300
-$1,816,284 QoQ
Shares Held
339,027
-3.7% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#94
of 1,094 holders
Holding Since
Mar 2020
23 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, 2026AE Wealth Management LLC holds $31,217,688 across 2 Advertising Agencies names. OMC ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
This page
|
339,027 | $24,691,300 | |
| 2 | APP |
AppLovin Corp
|
12,667 | $6,526,388 |
All Filings in OMC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,691,300 | 339,027 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $26,507,584 | 351,980 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $25,474,587 | 315,475 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,658,433 | 290,181 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $19,426,298 | 270,035 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $18,654,981 | 225,003 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $17,105,854 | 198,813 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $18,879,417 | 182,604 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $16,091,453 | 179,392 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $16,077,829 | 166,162 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $16,784,151 | 194,014 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,948,551 | 214,132 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,745,269 | 218,027 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $25,471,139 | 269,993 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,855,198 | 243,413 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,545,572 | 198,852 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $289,489 | 4,551 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $432,124 | 5,091 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $391,701 | 5,346 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $350,271 | 4,834 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $430,666 | 5,384 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $238,929 | 4,376 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $989,133 | 18,017 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||