Position in OMC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,694
-$3,200 QoQ
Shares Held
37
-49.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,032
of 1,092 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026GoalVest Advisory LLC holds $14,301 across 2 Advertising Agencies names. OMC ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
|
642 | $11,607 | |
| 2 | OMC |
Omnicom Group Inc.
This page
|
37 | $2,694 |
All Filings in OMC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,694 | 37 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $5,894 | 73 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $248 | 3 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||