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O'ROURKE & COMPANY, Inc: SPLV position timeline

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

O'ROURKE & COMPANY, Inc held 131,930 SPLV 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 131,930 shares
    Change vs previous 13F -1,258 shares

    3.45% of the 13F portfolio, value $9,881,586.

    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 133,188 shares
    Change vs previous 13F -4,132 shares

    3.86% of the 13F portfolio, value $9,741,371.

    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 137,320 shares
    Change vs previous 13F +1,235 shares

    3.81% of the 13F portfolio, value $9,807,362.

    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 136,085 shares
    Change vs previous 13F +654 shares

    4.18% of the 13F portfolio, value $9,999,522.

    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 135,431 shares
    Change vs previous 13F +324 shares

    4.6% of the 13F portfolio, value $9,862,068.

    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 135,107 shares
    Change vs previous 13F -247 shares

    5.01% of the 13F portfolio, value $10,095,231.

    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 135,354 shares
    Change vs previous 13F -2,756 shares

    4.64% of the 13F portfolio, value $9,474,812.

    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 138,110 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $9,906,662.

    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).