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

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

OGOREK ANTHONY JOSEPH /NY/ /ADV held 27,198 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 27,198 shares
Change vs previous 13F -511 shares
0.23% of the 13F portfolio, value $920,000.
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).
period ended2026-03-31
13F/A 27,709 shares
Change vs previous 13F -269 shares
0.22% of the 13F portfolio, value $807,000.
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).
period ended2025-12-31
13F 27,978 shares
Change vs previous 13F -229 shares
0.25% of the 13F portfolio, value $912,000.
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).
period ended2025-09-30
13F 28,207 shares
Change vs previous 13F -778 shares
0.26% of the 13F portfolio, value $900,000.
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).
period ended2025-06-30
13F 28,985 shares
Change vs previous 13F -129 shares
0.26% of the 13F portfolio, value $846,000.
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).
period ended2025-03-31
13F 29,114 shares
Change vs previous 13F +4,276 shares
0.24% of the 13F portfolio, value $729,000.
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).
period ended2024-12-31
13F 24,838 shares
Change vs previous 13F +18,489 shares
0.22% of the 13F portfolio, value $692,000.
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).
period ended2024-09-30
13F 6,349 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $661,000.
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).