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Creative Planning OMC Position History
Omnicom Group Inc. • Communication Services
Quarters held
8
Latest value
$8M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q3 2025 | $84K |
| Q4 2025 | $10.3M |
| Q1 2026 | $10.2M |
| Q2 2026 | $248K |
| Q2 2026 | $7.2M |
| Q3 2026 | $236K |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 108.5K | — | — |
| Q3 2026 | $236K | 3.2K | — | — |
| Q2 2026 | $7.2M | 98.3K | — | — |
| Q2 2026 | $248K | 3.4K | — | — |
| Q1 2026 | $10.2M | 135.5K | — | — |
| Q4 2025 | $10.3M | 127.7K | — | — |
| Q3 2025 | $84K | 1.0K | — | — |
| Q3 2025 | $5.3M | 64.6K | — | — |