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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OMC overviewAll 13F holders of OMCFull Q2 2026 holdings

Shares (Q2 2026)
101,717
Value
$7.41M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OMC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,717$7.41M<0.1%−33,828−25.0%ReducedHolders
Q1 2026135,545$10.2M<0.1%+7,845+6.1%AddedHolders
Q4 2025127,700$10.3M<0.1%+62,051+94.5%AddedHolders
Q3 202565,649$5.35M<0.1%+13,427+25.7%AddedHolders
Q2 202552,222$3.76M<0.1%−7,867−13.1%ReducedHolders
Q1 202560,089$4.98M<0.1%−103−0.2%ReducedHolders
Q4 202460,192$5.18M<0.1%+581+1.0%AddedHolders
Q3 202459,611$6.16M<0.1%+808+1.4%AddedHolders
Q2 202458,803$5.27M<0.1%+2,787+5.0%AddedHolders
Q1 202456,016$5.42M<0.1%+3,177+6.0%AddedHolders
Q4 202352,839$4.57M<0.1%+1,628+3.2%AddedHolders
Q3 202351,211$3.81M<0.1%+13,476+35.7%AddedHolders
Q2 202337,735$3.59M<0.1%+7,607+25.2%AddedHolders
Q1 202330,128$2.84M<0.1%+4,619+18.1%AddedHolders
Q4 202225,509$2.08M<0.1%+1,771+7.5%AddedHolders
Q3 202223,738$1.50M<0.1%+8,068+51.5%AddedHolders
Q2 202215,670$997.0K<0.1%+1,998+14.6%AddedHolders
Q1 202213,672$1.16M<0.1%+3,308+31.9%AddedHolders
Q4 202110,364$759.0K<0.1%+311+3.1%AddedHolders
Q3 202110,053$728.0K<0.1%+2,311+29.9%AddedHolders
Q2 20217,742$619.0K<0.1%−1,629−17.4%ReducedHolders
Q1 20219,371$695.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.