OGOREK ANTHONY JOSEPH /NY/ /ADV DDEC — DDEC

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  ·  10 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DDEC (DDEC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q1. The latest visible filing shows DDEC at 0.07% 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 DDEC 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 DDEC, 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
2026 Q1

DDEC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q1

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 2026 Q1

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.

DDEC stock page OGOREK ANTHONY JOSEPH /NY/ /ADV fund profile OGOREK ANTHONY JOSEPH /NY/ /ADV full holdings
How OGOREK ANTHONY JOSEPH /NY/ /ADV held DDEC — position size vs. price
% of Fund (quarterly)    DDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,715 -8,906 -60.9% 0.07% $250 2026-05-11 $46.86
2025 Q4 ADDED — — — 14,621 +8,906 +155.8% 0.18% $659K 2026-01-23 $45.33
2025 Q3 UNCHANGED — — — 5,715 — 0% 0.07% $250K 2025-11-04 $44.07
2025 Q2 REDUCED 82.2% +4.5% ❌ 5,715 -26,393 -82.2% 0.07% $238K 2025-08-08 $42.56
2025 Q1 ADDED — — — 32,108 +251 +0.8% 0.41% $1.3M 2025-05-09 $39.53
2024 Q4 ADDED — — — 31,857 +5,661 +21.6% 0.41% $1.3M 2025-01-24 $40.95
2024 Q3 UNCHANGED — — — 26,196 — 0% 0.35% $1.0M 2024-11-08 $39.97
2024 Q2 UNCHANGED — — — 26,196 — 0% 0.35% $1.0M 2024-08-08 $38.21
2024 Q1 ADDED — — — 26,196 +1,050 +4.2% 0.34% $981K 2024-05-03 $37.26
2023 Q4 INITIATED — — — 25,146 — — 0.33% $899K 2024-02-09 $36.68

🏢 Other funds also holding DDEC

As of 2026 Q1 — sorted by position size

Decker Wealth Management LLC 3.82% First International Bank of Israel Ltd. 3.58% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 1.68% Mission Financial Group, LLC 1.51% Hartford Financial Management Inc. 3Y 7Y 1.34% REAP Financial Group, LLC 0.9% Santori & Peters, Inc. 3Y 7Y 0.89% Nova Wealth Management, Inc. 0.84% CFC Planning Co LLC 0.72% Ritter Daniher Financial Advisory LLC / DE 3Y 0.7%

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

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 DDEC?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DDEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for DDEC was 0.41% in 2025 Q1.

What is the latest reported DDEC position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 5,715 shares, equal to 0.07% of portfolio, with an estimated market value of $250.

What does the chart on this DDEC ownership page compare?

The chart compares OGOREK ANTHONY JOSEPH /NY/ /ADV's quarterly DDEC 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 OGOREK ANTHONY JOSEPH /NY/ /ADV time their DDEC position?

Based on 13F filing dates vs. subsequent DDEC price moves, OGOREK ANTHONY JOSEPH /NY/ /ADV correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DDEC relative to SPY over the holding period was -7.3%.

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