Position in TW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$588
+$51 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $289,255 across 6 Capital Markets names.
All Filings in TW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588 | 5 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $537 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $554 | 5 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $732 | 5 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $742 | 5 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||