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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by True Wealth Design, 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)
535
Value
$39.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of OMC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026535$39.0K<0.1%−609−53.2%ReducedHolders
Q1 20261,144$86.2K<0.1%+470+69.7%AddedHolders
Q4 2025674$54.4K<0.1%+378+127.7%AddedHolders
Q3 2025296$24.1K<0.1%+71+31.6%AddedHolders
Q2 2025225$16.2K<0.1%−35−13.5%ReducedHolders
Q1 2025260$21.6K<0.1%+241+1,268.4%AddedHolders
Q4 202419$1.64K<0.1%+2+11.8%AddedHolders
Q3 202417$1.76K<0.1%00.0%UnchangedHolders
Q2 202417$1.52K<0.1%+4+30.8%AddedHolders
Q1 202413$1.26K<0.1%+5+62.5%AddedHolders
Q4 20238$693<0.1%00.0%UnchangedHolders
Q3 20238$596<0.1%−1−11.1%ReducedHolders
Q2 20239$857<0.1%00.0%UnchangedHolders
Q1 20239$850<0.1%+1+12.5%AddedHolders
Q4 20228$653<0.1%–No prior filingHolders