OGOREK ANTHONY JOSEPH /NY/ /ADV
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 364,904
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 719 | 364,904 | 13F-HR/A - RESTATEMENT | OGOREK ANTHONY JOSEPH /NY/ /ADV |
| Q1 2026 | 5/11/2026 | 691 | 349,680 | 13F-HR | OGOREK ANTHONY JOSEPH /NY/ /ADV |
| Q4 2025 | 1/23/2026 | 708 | 363,623 | 13F-HR | OGOREK ANTHONY JOSEPH /NY/ /ADV |
| Q3 2025 | 11/4/2025 | 691 | 349,680 | 13F-HR | OGOREK ANTHONY JOSEPH /NY/ /ADV |
| Q2 2025 | 8/8/2025 | 693 | 323,621 | 13F-HR | OGOREK ANTHONY JOSEPH /NY/ /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 146.9 K | 40.3% | 0 | 34.19 K | -34.19 K |
| ETFs | 203.6 K | 55.8% | 28.48 K | 0 | 28.48 K |
| Debt | 14.19 K | 3.9% | 7.008 K | 0 | 7.008 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
364,904
Holdings
719
QoQ value change ($000)
1,281
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.