OGOREK ANTHONY JOSEPH /NY/ /ADV SNRE β€” SNRE

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  Β·  3 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported SNRE (SNRE) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows SNRE at 0.00% 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 SNRE 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 SNRE, 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

SNRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 SNRE β€” position size vs. price
% of Fund (quarterly)    SNRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 49 β€” 0% 0.00% $2 2026-05-11 β€”
2025 Q3 REDUCED β€” β€” β€” 49 -187 -79.2% 0.00% $2K 2025-11-04 β€”
2025 Q2 INITIATED β€” β€” β€” 236 β€” β€” 0.00% $13K 2025-08-08 β€”

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

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 SNRE?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported SNRE across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for SNRE was 0.00% in 2025 Q2.

What is the latest reported SNRE position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 49 shares, equal to 0.00% of portfolio, with an estimated market value of $2.

What does the chart on this SNRE ownership page compare?

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