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O'ROURKE & COMPANY, Inc: INVZ position timeline

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

O'ROURKE & COMPANY, Inc held 50,105 INVZ 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 50,105 shares
    Change vs previous 13F +15,749 shares

    0.01% of the 13F portfolio, value $38,140.

    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 34,356 shares
    Change vs previous 13F +4,232 shares

    0.01% of the 13F portfolio, value $21,730.

    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 30,124 shares
    Change vs previous 13F +7,000 shares

    0.01% of the 13F portfolio, value $25,699.

    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 23,124 shares
    Change vs previous 13F +3,019 shares

    0.02% of the 13F portfolio, value $47,173.

    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 20,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $32,972.

    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).