OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in FDS — Factset Research Systems Inc
CIK 714364
WILLIAMSVILLE, NY
Position in FDS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,185
+$864 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $114,375 across 7 Financial Data & Stock Exchanges names. FDS ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
101 | $45,744 | |
| 2 | SPGI |
S&P Global Inc.
|
62 | $24,028 | |
| 3 | FDS |
Factset Research Systems Inc
This page
|
66 | $15,185 | |
| 4 | CME |
Cme Group Inc.
|
52 | $11,483 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
88 | $10,833 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
83 | $6,542 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in FDS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,185 | 66 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,321 | 66 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,862 | 65 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,621 | 65 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,073 | 65 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,551 | 65 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,218 | 65 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $29,890 | 65 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,537 | 65 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,535 | 65 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,008 | 65 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,421 | 65 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $26,042 | 65 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $26,980 | 65 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $26,078 | 65 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $26,007 | 65 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $24,997 | 65 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $28,219 | 65 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $31,590 | 65 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $25,660 | 65 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $21,814 | 65 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $20,058 | 65 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,612 | 65 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $21,767 | 65 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $21,350 | 65 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $16,944 | 65 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||