Position in OMC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,902
-$3,080 QoQ
Shares Held
287
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#930
of 1,094 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $21,299 across 2 Advertising Agencies names. OMC ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
This page
|
287 | $20,902 | |
| 2 | TTD |
Trade Desk, Inc.
|
22 | $397 |
All Filings in OMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,902 | 287 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $23,982 | 297 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,214 | 297 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,488 | 257 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,763 | 166 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,810 | 207 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,401 | 207 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7 | 0 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $40,735 | 421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $307,802 | 3,558 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $301,197 | 4,044 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,400 | 4,224 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $240,378 | 2,548 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $117,623 | 1,442 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $137,588 | 2,163 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $167,213 | 1,970 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $137,820 | 1,881 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $40,070 | 553 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $129,423 | 1,618 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $124,275 | 1,676 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $104,656 | 1,678 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||