DOCT β€” DOCT

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

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DOCT (DOCT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.91% in 2025 Q1. The latest visible filing shows DOCT at 3.67% 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 DOCT 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 DOCT, 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

DOCT was reported at 3.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.91% 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
2024 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 DOCT β€” position size vs. price
% of Fund (quarterly)    DOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 301,238 -2,286 -0.8% 3.67% $13.3M 2026-02-14 (Est.) $44.28
2025 Q3 REDUCED 303,524 -3,564 -1.2% 3.75% $13.1M 2025-11-04 $43.78
2025 Q2 REDUCED 307,088 -2,895 -0.9% 3.90% $12.6M 2025-08-08 $41.90
2025 Q1 ADDED 309,983 +306,430 +8624.5% 3.91% $11.9M 2025-05-09 $38.65
2024 Q4 INITIATED 3,553 β€” β€” 0.04% $139K 2025-01-24 $40.10

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

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 DOCT?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DOCT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for DOCT was 3.91% in 2025 Q1.

What is the latest reported DOCT position on this page?

The most recent filing on this page is 2025 Q4, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 301,238 shares, equal to 3.67% of portfolio, with an estimated market value of $13.3M.

What does the chart on this DOCT ownership page compare?

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