O'ROURKE & COMPANY, Inc: IVV position timeline

O'ROURKE & COMPANY, Inc held 811 IVV 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 811 shares

   Change vs previous 13F +2 shares

   0.21% of the 13F portfolio, value $607,386.

   13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 809 shares

   Change vs previous 13F -242 shares

   0.21% of the 13F portfolio, value $528,586.

   13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,051 shares

   Change vs previous 13F +1 shares

   0.28% of the 13F portfolio, value $720,142.

   13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,050 shares

   Change vs previous 13F +261 shares

   0.29% of the 13F portfolio, value $702,516.

   13F-HR 0001911468-25-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 789 shares

   Change vs previous 13F -6 shares

   0.23% of the 13F portfolio, value $490,071.

   13F-HR 0001911468-25-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 795 shares

   Change vs previous 13F +12 shares

   0.22% of the 13F portfolio, value $446,539.

   13F-HR 0001911468-25-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 783 shares

   Change vs previous 13F +21 shares

   0.23% of the 13F portfolio, value $461,005.

   13F-HR 0001911468-25-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 762 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $439,766.

   13F-HR 0001911468-24-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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