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

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

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YJUN (YJUN) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q3. The latest visible filing shows YJUN at 0.20% 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 YJUN 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 YJUN, 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

YJUN was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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
2025 Q3 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 YJUN β€” position size vs. price
% of Fund (quarterly)    YJUN 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 ADDED β€” β€” β€” 27,485 +4,593 +20.1% 0.20% $689 2026-05-11 $26.67
2025 Q4 REDUCED 16.7% +0.4% ❌ 22,892 -4,593 -16.7% 0.16% $587K 2026-01-23 $26.02
2025 Q3 INITIATED β€” β€” β€” 27,485 β€” β€” 0.20% $689K 2025-11-04 $24.99

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

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 YJUN?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YJUN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for YJUN was 0.20% in 2025 Q3.

What is the latest reported YJUN position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 27,485 shares, equal to 0.20% of portfolio, with an estimated market value of $689.

What does the chart on this YJUN ownership page compare?

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