OGOREK ANTHONY JOSEPH /NY/ /ADV DOCT — DOCT

Ownership history in OGOREK ANTHONY JOSEPH /NY/ /ADV  ·  6 quarters on record

AI Ownership Summary

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DOCT (DOCT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.91% in 2025 Q1. The latest visible filing shows DOCT at 3.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OGOREK ANTHONY JOSEPH /NY/ /ADV's position in DOCT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOCT was reported at 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.91% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOCT stock page OGOREK ANTHONY JOSEPH /NY/ /ADV fund profile OGOREK ANTHONY JOSEPH /NY/ /ADV full holdings
How OGOREK ANTHONY JOSEPH /NY/ /ADV held DOCT — position size vs. price
% of Fund (quarterly)    DOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 303,524 +2,286 +0.8% 3.75% $13K 2026-05-11 $46.07
2025 Q4 REDUCED — — — 301,238 -2,286 -0.8% 3.67% $13.3M 2026-01-23 $44.56
2025 Q3 REDUCED — — — 303,524 -3,564 -1.2% 3.75% $13.1M 2025-11-04 $43.78
2025 Q2 REDUCED — — — 307,088 -2,895 -0.9% 3.90% $12.6M 2025-08-08 $41.90
2025 Q1 ADDED — — — 309,983 +306,430 +8624.5% 3.91% $11.9M 2025-05-09 $38.65
2024 Q4 INITIATED — — — 3,553 — — 0.04% $139K 2025-01-24 $40.10

🏢 Other funds also holding DOCT

As of 2026 Q1 — sorted by position size

WINNOW WEALTH LLC 3.79% Wood Tarver Financial Group, LLC 2.86% REAP Financial Group, LLC 1.89% LCNB CORP 3Y 7Y 1.86% Sequent Planning LLC 1.23% Castleview Partners, LLC 3Y 7Y 0.73% Per Stirling Capital Management, LLC. 3Y 0.65% Oakmont Advisory Group, LLC 0.56% EVOLUTION WEALTH MANAGEMENT INC. 0.51% Foguth Wealth Management, LLC. 0.5%

FAQ About OGOREK ANTHONY JOSEPH /NY/ /ADV and DOCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OGOREK ANTHONY JOSEPH /NY/ /ADV reported owning DOCT?

OGOREK ANTHONY JOSEPH /NY/ /ADV reported DOCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DOCT position in OGOREK ANTHONY JOSEPH /NY/ /ADV's portfolio?

The largest reported portfolio weight for DOCT was 3.91% in 2025 Q1.

What is the latest reported DOCT position on this page?

The most recent filing on this page is 2026 Q1, when OGOREK ANTHONY JOSEPH /NY/ /ADV reported 303,524 shares, equal to 3.75% of portfolio, with an estimated market value of $13K.

What does the chart on this DOCT ownership page compare?

The chart compares OGOREK ANTHONY JOSEPH /NY/ /ADV's quarterly DOCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OGOREK ANTHONY JOSEPH /NY/ /ADV time their DOCT position?

Based on 13F filing dates vs. subsequent DOCT price moves, OGOREK ANTHONY JOSEPH /NY/ /ADV correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DOCT relative to SPY over the holding period was -5.4%.

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