APH β€” APHQF

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  Β·  5 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported APHQF (APH) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.2% in 2025 Q4. The latest visible filing shows APH at 0.20% 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 APH 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 APHQF, 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

APH was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 APH β€” position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,451 -36 -0.7% 0.20% $736K 2026-02-14 (Est.) $146.43
2025 Q3 ADDED 5,487 +7 +0.1% 0.19% $679K 2025-11-04 $136.17
2025 Q2 ADDED 5,480 +65 +1.2% 0.17% $541K 2025-08-08 $109.40
2025 Q1 ADDED 5,415 +5,025 +1288.5% 0.12% $355K 2025-05-09 $80.31
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

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

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 APH?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported APH across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for APH was 0.20% in 2025 Q4.

What is the latest reported APH position on this page?

The most recent filing on this page is 2025 Q4, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 5,451 shares, equal to 0.20% of portfolio, with an estimated market value of $736K.

What does the chart on this APH ownership page compare?

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