OGOREK ANTHONY JOSEPH /NY/ /ADV BRK/A BRK.A

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

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported BRK.A (BRK/A) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2025 Q1. The latest visible filing shows BRK/A at 0.43% 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 BRK/A 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 BRK.A, 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

BRK/A was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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
2025 Q1 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.

How OGOREK ANTHONY JOSEPH /NY/ /ADV held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2 0% 0.43% $2K 2026-05-11 $704760.00
2025 Q4 UNCHANGED 2 0% 0.41% $1.5M 2026-01-23 $720932.00
2025 Q3 UNCHANGED 2 0% 0.43% $1.5M 2025-11-04 $731118.00
2025 Q2 UNCHANGED 2 0% 0.45% $1.5M 2025-08-08 $698040.00
2025 Q1 INITIATED 2 0.53% $1.6M 2025-05-09 $770999.00

FAQ About OGOREK ANTHONY JOSEPH /NY/ /ADV and BRK/A

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 BRK/A?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported BRK/A across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for BRK/A was 0.53% in 2025 Q1.

What is the latest reported BRK/A position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 2 shares, equal to 0.43% of portfolio, with an estimated market value of $2K.

What does the chart on this BRK/A ownership page compare?

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

← Back to OGOREK ANTHONY JOSEPH /NY/ /ADV Holdings