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O'ROURKE & COMPANY, Inc: VIG position timeline

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

O'ROURKE & COMPANY, Inc held 4,860 VIG 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 4,860 shares
    Change vs previous 13F -25 shares

    0.4% of the 13F portfolio, value $1,150,187.

    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 4,885 shares
    Change vs previous 13F -314 shares

    0.42% of the 13F portfolio, value $1,050,463.

    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 5,199 shares
    Change vs previous 13F -121 shares

    0.44% of the 13F portfolio, value $1,142,607.

    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 5,320 shares
    Change vs previous 13F +38 shares

    0.48% of the 13F portfolio, value $1,147,954.

    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 5,282 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,081,039.

    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 5,282 shares
    Change vs previous 13F +29 shares

    0.51% of the 13F portfolio, value $1,024,629.

    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 5,253 shares
    Change vs previous 13F -81 shares

    0.5% of the 13F portfolio, value $1,028,686.

    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 5,334 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,056,449.

    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).