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O'ROURKE & COMPANY, Inc: VDE position timeline

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

O'ROURKE & COMPANY, Inc held 12,903 VDE 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 12,903 shares
    Change vs previous 13F -362 shares

    0.68% of the 13F portfolio, value $1,937,249.

    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 13,265 shares
    Change vs previous 13F -454 shares

    0.91% of the 13F portfolio, value $2,295,303.

    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 13,719 shares
    Change vs previous 13F -314 shares

    0.67% of the 13F portfolio, value $1,727,442.

    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 14,033 shares
    Change vs previous 13F -165 shares

    0.74% of the 13F portfolio, value $1,766,211.

    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 14,198 shares
    Change vs previous 13F -2,437 shares

    0.79% of the 13F portfolio, value $1,691,214.

    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 16,635 shares
    Change vs previous 13F +312 shares

    1.07% of the 13F portfolio, value $2,157,788.

    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 16,323 shares
    Change vs previous 13F +2,539 shares

    0.97% of the 13F portfolio, value $1,980,161.

    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 13,784 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,688,142.

    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).