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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by XML Financial, LLC, 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)
6,401
Value
$466.2K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of OMC by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,401$466.2K<0.1%+33+0.5%AddedHolders
Q1 20266,368$479.5K<0.1%+32+0.5%AddedHolders
Q4 20256,336$511.6K<0.1%+1,188+23.1%AddedHolders
Q3 20255,148$419.7K<0.1%−20.0%ReducedHolders
Q2 20255,150$370.5K<0.1%+30+0.6%AddedHolders
Q1 20255,120$424.5K<0.1%+26+0.5%AddedHolders
Q4 20245,094$438.3K<0.1%+20+0.4%AddedHolders
Q3 20245,074$524.6K<0.1%+24+0.5%AddedHolders
Q2 20245,050$453.0K<0.1%+22+0.4%AddedHolders
Q1 20245,028$486.5K<0.1%+24+0.5%AddedHolders
Q4 20235,004$432.9K<0.1%+27+0.5%AddedHolders
Q3 20234,977$370.7K<0.1%+21+0.4%AddedHolders
Q2 20234,956$471.5K0.1%+21+0.4%AddedHolders
Q1 20234,935$465.5K0.1%+24+0.5%AddedHolders
Q4 20224,911$400.6K0.1%+30+0.6%AddedHolders
Q3 20224,881$308.0K<0.1%+31+0.6%AddedHolders
Q2 20224,850$309.0K0.1%+24+0.5%AddedHolders
Q1 20224,826$410.0K<0.1%−291−5.7%ReducedHolders
Q4 20215,117$375.0K<0.1%+25+0.5%AddedHolders
Q3 20215,092$369.0K<0.1%+23+0.5%AddedHolders
Q2 20215,069$405.0K0.1%+5,069NewHolders