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

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  Β·  2 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YDEC (YDEC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 5.46% in 2026 Q2. The latest visible filing shows YDEC at 5.46% 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 YDEC 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 YDEC, 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 Q2

YDEC was reported at 5.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.46% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 YDEC β€” position size vs. price
% of Fund (quarterly)    YDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 798,972 +797,639 +59837.9% 5.46% $22K 2026-08-07 $28.19
2025 Q4 INITIATED β€” β€” β€” 1,333 β€” β€” 0.01% $34K 2026-01-23 $26.65

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

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 YDEC?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YDEC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for YDEC was 5.46% in 2026 Q2.

What is the latest reported YDEC position on this page?

The most recent filing on this page is 2026 Q2, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 798,972 shares, equal to 5.46% of portfolio, with an estimated market value of $22K.

What does the chart on this YDEC ownership page compare?

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