WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

OMC holding history

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

OMC overview All 13F holders of OMC Full Q2 2026 holdings

Shares (Q2 2026): 3,550
Value: $258.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of OMC by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,550	$258.5K	<0.1%	−479−11.9%	Reduced	Holders
Q1 2026	4,029	$303.4K	0.1%	−856−17.5%	Reduced	Holders
Q4 2025	4,885	$394.5K	0.1%	+4,885	New	Holders