OGOREK ANTHONY JOSEPH /NY/ /ADV: DJUL position timeline

OGOREK ANTHONY JOSEPH /NY/ /ADV held 589,876 DJUL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 589,876 shares

   Change vs previous 13F -29,362 shares

   7.34% of the 13F portfolio, value $29,579,000.

   13F-HR 0000714364-26-000005 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 619,238 shares

   Change vs previous 13F -16,476 shares

   7.93% of the 13F portfolio, value $28,943,000.

   13F-HR/A 0000714364-26-000004 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 635,714 shares

   Change vs previous 13F -50,023 shares

   8.32% of the 13F portfolio, value $30,240,000.

   13F-HR 0000714364-26-000002 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 685,737 shares

   Change vs previous 13F -8,091 shares

   9.16% of the 13F portfolio, value $32,020,000.

   13F-HR 0000714364-25-000008 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 693,828 shares

   Change vs previous 13F -68,710 shares

   9.52% of the 13F portfolio, value $30,821,000.

   13F-HR 0000714364-25-000007 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 762,538 shares

   Change vs previous 13F -6,874 shares

   10.26% of the 13F portfolio, value $31,188,000.

   13F-HR 0000714364-25-000003 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 769,412 shares

   Change vs previous 13F -4,141 shares

   10.27% of the 13F portfolio, value $32,300,000.

   13F-HR 0000714364-25-000002 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 773,553 shares

   Change vs previous 13F not available

   10.99% of the 13F portfolio, value $32,032,000.

   13F-HR 0000714364-24-000009 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).