NVDA NVDA

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  ·  32 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported NVDA (NVDA) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows NVDA at 0.30% 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 NVDA 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 NVDA, 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

NVDA was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 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 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 NVDA — position size vs. price
% of Fund (quarterly)    NVDA 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 REDUCED 5,884 -183 -3.0% 0.30% $1.1M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 6,067 +120 +2.0% 0.32% $1.1M 2025-11-04 $198.67
2025 Q2 ADDED 5,947 +46 +0.8% 0.29% $939K 2025-08-08 $182.67
2025 Q1 ADDED 5,901 +501 +9.3% 0.21% $639K 2025-05-09 $116.62
2024 Q4 UNCHANGED 5,400 0% 0.23% $725K 2025-01-24 $142.57
2024 Q3 UNCHANGED 5,400 0% 0.22% $655K 2024-11-08 $147.57
2024 Q2 ADDED 5,400 +4,915 +1013.4% 0.23% $667K 2024-08-08 $104.92
2024 Q1 ADDED 485 +110 +29.3% 0.15% $438K 2024-05-03 $88.74
2023 Q4 UNCHANGED 375 0% 0.07% $185K 2024-02-09 $72.09
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 NVDA?

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

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

The largest reported portfolio weight for NVDA was 0.32% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 5,884 shares, equal to 0.30% of portfolio, with an estimated market value of $1.1M.

What does the chart on this NVDA ownership page compare?

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