Abich Financial Wealth Management LLC OGN β€” ORGANON & CO

Ownership history in Abich Financial Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

Abich Financial Wealth Management LLC reported ORGANON & CO (OGN) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows OGN at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abich Financial Wealth Management LLC's position in ORGANON & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

OGN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abich Financial Wealth Management LLC held OGN β€” position size vs. price
% of Fund (quarterly)    OGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 2,356 +2,315 +5646.3% 0.10% $45K 2024-10-25 $16.40
2024 Q2 ADDED β€” β€” β€” 41 +24 +141.2% 0.00% $841 2024-08-14 $18.82
2024 Q1 REDUCED 90.1% +9.5% ❌ 17 -155 -90.1% 0.00% $320 2024-06-21 $19.64
2023 Q4 INITIATED β€” β€” β€” 172 β€” β€” 0.00% $2K 2024-02-13 $14.76

FAQ About Abich Financial Wealth Management LLC and OGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abich Financial Wealth Management LLC reported owning OGN?

Abich Financial Wealth Management LLC reported OGN across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported OGN position in Abich Financial Wealth Management LLC's portfolio?

The largest reported portfolio weight for OGN was 0.10% in 2024 Q3.

What is the latest reported OGN position on this page?

The most recent filing on this page is 2024 Q3, when Abich Financial Wealth Management LLC reported 2,356 shares, equal to 0.10% of portfolio, with an estimated market value of $45K.

What does the chart on this OGN ownership page compare?

The chart compares Abich Financial Wealth Management LLC's quarterly OGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abich Financial Wealth Management LLC time their OGN position?

Based on 13F filing dates vs. subsequent OGN price moves, Abich Financial Wealth Management LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on OGN relative to SPY over the holding period was -8.6%.

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