Omni shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Omni
Tip: Access up to 7 years of quarterly data
All positions including Omni held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Omni by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $457k | 6.3k | 71.94 |
| 2025-03-31 | $603k | 7.3k | 82.91 |
| 2024-12-31 | $662k | 7.7k | 86.04 |
| 2024-09-30 | $714k | 6.9k | 103.39 |
| 2024-06-30 | $462k | 5.2k | 89.70 |
| 2024-03-31 | $478k | 4.9k | 96.76 |
| 2023-12-31 | $404k | 4.7k | 86.51 |
| 2023-09-30 | $384k | 5.1k | 74.48 |
| 2023-06-30 | $464k | 290k | 1.60 |
| 2023-03-31 | $161k | 46k | 3.47 |
| 2022-12-31 | $509k | 6.2k | 81.57 |
| 2022-06-30 | $420k | 6.6k | 63.57 |
| 2022-03-31 | $552k | 6.5k | 84.95 |
| 2021-12-31 | $477k | 6.5k | 73.28 |
| 2021-09-30 | $497k | 21k | 24.11 |
| 2021-06-30 | $586k | 7.3k | 80.02 |
| 2021-03-31 | $543k | 7.3k | 74.18 |
| 2020-12-31 | $444k | 7.1k | 62.32 |
| 2020-09-30 | $451k | 9.1k | 49.51 |
| 2020-06-30 | $864k | 16k | 54.59 |
| 2020-03-31 | $946k | 17k | 54.92 |
| 2019-12-31 | $1.6M | 20k | 81.00 |
| 2019-09-30 | $1.5M | 19k | 78.30 |
| 2019-06-30 | $1.5M | 18k | 81.94 |
| 2019-03-31 | $725k | 9.9k | 73.03 |
| 2018-12-31 | $728k | 9.9k | 73.26 |
| 2018-09-30 | $732k | 11k | 68.00 |