Current Market Value 323,621
Current Holdings 668
Most Recent File Date 2025-08-08
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ogorek Anthony Joseph /ny/ /adv . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 668 324
2025-05-09 2025-03-31 13F-HR 680 304
2025-01-24 2024-12-31 13F-HR 306 314
2024-11-08 2024-09-30 13F-HR 273 291
2024-08-08 2024-06-30 13F-HR 277 288
2024-05-03 2024-03-31 13F-HR 278 288
2024-02-09 2023-12-31 13F-HR 293 275
2023-10-19 2023-09-30 13F-HR 276 254
2023-08-03 2023-06-30 13F-HR 263 261
2023-05-03 2023-03-31 13F-HR 281 245
2023-01-30 2022-12-31 13F-HR 227 230
2022-10-20 2022-09-30 13F-HR 220 210,460
2022-07-21 2022-06-30 13F-HR 219 217,563
2022-04-26 2022-03-31 13F-HR 255 244,040
2022-01-18 2021-12-31 13F-HR 249 234,113
2021-10-27 2021-09-30 13F-HR 229 219,112
2021-07-14 2021-06-30 13F-HR 206 223,324
2021-04-26 2021-03-31 13F-HR 196 202,950
2021-01-20 2020-12-31 13F-HR 191 186,678
2020-11-02 2020-09-30 13F-HR 183 169,685
2020-08-07 2020-06-30 13F-HR 196 141,359
2020-04-10 2020-03-31 13F-HR 219 184,014
2020-01-21 2019-12-31 13F-HR 217 205,183
2019-10-17 2019-09-30 13F-HR 177 167,275
2019-07-15 2019-06-30 13F-HR 163 148,399
2019-04-08 2019-03-31 13F-HR 160 150,783
2019-01-08 2018-12-31 13F-HR 161 125,610
2018-10-17 2018-09-30 13F-HR 155 135,634
2018-07-12 2018-06-30 13F-HR 132 128,389
2018-04-18 2018-03-31 13F-HR 138 115,046
2018-01-22 2017-12-31 13F-HR 133 122,131
2017-10-25 2017-09-30 13F-HR 73 102,509
2017-08-02 2017-06-30 13F-HR 71 107,969
2017-04-19 2017-03-31 13F-HR 69 96,809
2017-01-12 2016-12-31 13F-HR 76 115,869
2016-10-20 2016-09-30 13F-HR 76 115,869
2016-07-28 2016-06-30 13F-HR 76 111,443
2016-05-04 2016-03-31 13F-HR 66 123,212
2016-01-29 2015-12-31 13F-HR 72 119,809
2015-10-09 2015-09-30 13F-HR 57 122,417
2015-08-17 2015-06-30 13F-HR 67 130,368
2015-05-11 2015-03-31 13F-HR 52 145,500
2015-02-11 2014-12-31 13F-HR 50 133,412