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O'ROURKE & COMPANY, Inc: IVES position timeline

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

O'ROURKE & COMPANY, Inc held 64,612 IVES 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 64,612 shares
    Change vs previous 13F +7,856 shares

    0.86% of the 13F portfolio, value $2,461,748.

    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 56,756 shares
    Change vs previous 13F +17,728 shares

    0.64% of the 13F portfolio, value $1,610,162.

    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 39,028 shares
    Change vs previous 13F +14,834 shares

    0.48% of the 13F portfolio, value $1,233,669.

    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 24,194 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $777,111.

    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).