OGOREK ANTHONY JOSEPH /NY/ /ADV YMAR YMAR

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  ·  4 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YMAR (YMAR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 4.06% in 2025 Q2. The latest visible filing shows YMAR at 3.87% 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 YMAR 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 YMAR, 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

YMAR was reported at 3.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.06% 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 YMAR — position size vs. price
% of Fund (quarterly)    YMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 514,857 +49,476 +10.6% 3.87% $14K 2026-05-11 $28.31
2025 Q4 REDUCED 9.6% +1.2% 465,381 -49,476 -9.6% 3.46% $12.6M 2026-01-23 $27.41
2025 Q3 UNCHANGED 514,857 0% 3.87% $13.5M 2025-11-04 $26.24
2025 Q2 INITIATED 514,857 4.06% $13.1M 2025-08-08 $25.77

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

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 YMAR?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported YMAR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for YMAR was 4.06% in 2025 Q2.

What is the latest reported YMAR position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 514,857 shares, equal to 3.87% of portfolio, with an estimated market value of $14K.

What does the chart on this YMAR ownership page compare?

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