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O'ROURKE & COMPANY, Inc: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'ROURKE & COMPANY, Inc on DVY, newest first. How the timeline and the estimate are built.

O'ROURKE & COMPANY, Inc held 7,830 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,830 shares
    Change vs previous 13F -182 shares

    0.43% of the 13F portfolio, value $1,223,935.

    13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,012 shares
    Change vs previous 13F -276 shares

    0.48% of the 13F portfolio, value $1,213,048.

    13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,288 shares
    Change vs previous 13F -233 shares

    0.45% of the 13F portfolio, value $1,169,765.

    13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,521 shares
    Change vs previous 13F +18 shares

    0.51% of the 13F portfolio, value $1,210,826.

    13F-HR 0001911468-25-000005 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,503 shares
    Change vs previous 13F +15 shares

    0.53% of the 13F portfolio, value $1,129,310.

    13F-HR 0001911468-25-000003 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,488 shares
    Change vs previous 13F -113 shares

    0.57% of the 13F portfolio, value $1,139,856.

    13F-HR 0001911468-25-000002 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,601 shares
    Change vs previous 13F +225 shares

    0.55% of the 13F portfolio, value $1,129,202.

    13F-HR 0001911468-25-000001 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,376 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,131,350.

    13F-HR 0001911468-24-000005 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).