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Disclosery

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

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

OGOREK ANTHONY JOSEPH /NY/ /ADV held 320 KDP 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 320 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $10,000.

    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 326 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $8,000.

    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 333 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $9,000.

    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 232 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $5,000.

    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 240 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $7,000.

    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 130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,000.

    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).