Position in OMC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$745,415
+$6,022 QoQ
Shares Held
10,235
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#518
of 1,094 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $745,415 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
|
10,235 | $745,415 |
All Filings in OMC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,415 | 10,235 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $739,393 | 9,818 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $792,803 | 9,818 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $800,461 | 9,818 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $706,306 | 9,818 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $760,118 | 9,168 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $771,864 | 8,971 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $953,255 | 9,220 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $853,495 | 9,515 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $939,636 | 9,711 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $840,098 | 9,711 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $723,275 | 9,711 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $924,001 | 9,711 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $933,682 | 9,897 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $807,298 | 9,897 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $624,401 | 9,897 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $642,524 | 10,101 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $857,457 | 10,102 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $740,173 | 10,102 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $550,840 | 7,602 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $808,058 | 10,102 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $749,063 | 10,102 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $630,061 | 10,102 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $500,049 | 10,102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $551,569 | 10,102 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,018,065 | 18,544 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||