ADP ADP

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  ·  33 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported ADP (ADP) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2023 Q4. The latest visible filing shows ADP at 0.29% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OGOREK ANTHONY JOSEPH /NY/ /ADV's position in ADP, 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
2025 Q4

ADP was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2023 Q4

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 2025 Q4

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 OGOREK ANTHONY JOSEPH /NY/ /ADV held ADP — position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,040 +26 +0.6% 0.29% $1.0M 2026-02-14 (Est.) $210.37
2025 Q3 ADDED 4,014 +17 +0.4% 0.34% $1.2M 2025-11-04 $255.44
2025 Q2 ADDED 3,997 +19 +0.5% 0.38% $1.2M 2025-08-08 $299.80
2025 Q1 ADDED 3,978 +112 +2.9% 0.40% $1.2M 2025-05-09 $300.17
2024 Q4 REDUCED 3,866 -22 -0.6% 0.36% $1.1M 2025-01-24 $288.28
2024 Q3 ADDED 3,888 +23 +0.6% 0.37% $1.1M 2024-11-08 $294.16
2024 Q2 REDUCED 3,865 -86 -2.2% 0.32% $922K 2024-08-08 $252.39
2024 Q1 REDUCED 3,951 -8,929 -69.3% 0.34% $986K 2024-05-03 $230.99
2023 Q4 ADDED 12,880 +49 +0.4% 1.09% $3.0M 2024-02-09 $237.35
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OGOREK ANTHONY JOSEPH /NY/ /ADV and ADP

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

How long has OGOREK ANTHONY JOSEPH /NY/ /ADV reported owning ADP?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported ADP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADP position in OGOREK ANTHONY JOSEPH /NY/ /ADV's portfolio?

The largest reported portfolio weight for ADP was 1.09% in 2023 Q4.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2025 Q4, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 4,040 shares, equal to 0.29% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ADP ownership page compare?

The chart compares OGOREK ANTHONY JOSEPH /NY/ /ADV's quarterly ADP 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.

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