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

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

OGOREK ANTHONY JOSEPH /NY/ /ADV held 473,448 SCHI 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 473,448 shares
Change vs previous 13F +5,839 shares
2.66% of the 13F portfolio, value $10,718,000.
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 467,609 shares
Change vs previous 13F +298,633 shares
2.91% of the 13F portfolio, value $10,605,000.
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 168,976 shares
Change vs previous 13F +160,984 shares
1.07% of the 13F portfolio, value $3,881,000.
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 7,992 shares
Change vs previous 13F -258 shares
0.05% of the 13F portfolio, value $184,000.
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 8,250 shares
Change vs previous 13F -1,806 shares
0.06% of the 13F portfolio, value $187,000.
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 10,056 shares
Change vs previous 13F -7,134 shares
0.07% of the 13F portfolio, value $225,000.
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 17,190 shares
Change vs previous 13F +8,011 shares
0.12% of the 13F portfolio, value $379,000.
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 9,179 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $423,000.
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).