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O'ROURKE & COMPANY, Inc: VYM position timeline

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

O'ROURKE & COMPANY, Inc held 16,403 VYM 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 16,403 shares
    Change vs previous 13F -118 shares

    0.9% of the 13F portfolio, value $2,592,208.

    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 16,521 shares
    Change vs previous 13F +974 shares

    0.97% of the 13F portfolio, value $2,446,756.

    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 15,547 shares
    Change vs previous 13F +595 shares

    0.87% of the 13F portfolio, value $2,231,376.

    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 14,952 shares
    Change vs previous 13F -115 shares

    0.88% of the 13F portfolio, value $2,107,553.

    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 15,067 shares
    Change vs previous 13F +695 shares

    0.94% of the 13F portfolio, value $2,008,577.

    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 14,372 shares
    Change vs previous 13F +2,288 shares

    0.92% of the 13F portfolio, value $1,853,473.

    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 12,084 shares
    Change vs previous 13F +804 shares

    0.76% of the 13F portfolio, value $1,541,851.

    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 11,280 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,446,116.

    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).