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Disclosery

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

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OGOREK ANTHONY JOSEPH /NY/ /ADV on IEI, newest first. How the timeline and the estimate are built.

OGOREK ANTHONY JOSEPH /NY/ /ADV held 13,434 IEI 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 13,434 shares
    Change vs previous 13F +92 shares

    0.39% of the 13F portfolio, value $1,577,000.

    13F-HR 0000714364-26-000005 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F/A 13,342 shares
    Change vs previous 13F +3,019 shares

    0.43% of the 13F portfolio, value $1,582,000.

    13F-HR/A 0000714364-26-000004 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,323 shares
    Change vs previous 13F +1,686 shares

    0.34% of the 13F portfolio, value $1,232,000.

    13F-HR 0000714364-26-000002 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,637 shares
    Change vs previous 13F +382 shares

    0.3% of the 13F portfolio, value $1,032,000.

    13F-HR 0000714364-25-000008 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,255 shares
    Change vs previous 13F +420 shares

    0.3% of the 13F portfolio, value $983,000.

    13F-HR 0000714364-25-000007 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,835 shares
    Change vs previous 13F -7,197 shares

    0.3% of the 13F portfolio, value $925,000.

    13F-HR 0000714364-25-000003 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,032 shares
    Change vs previous 13F +5,216 shares

    0.55% of the 13F portfolio, value $1,736,000.

    13F-HR 0000714364-25-000002 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,816 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,174,000.

    13F-HR 0000714364-24-000009 filed by OGOREK ANTHONY JOSEPH /NY/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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