O'ROURKE & COMPANY, Inc
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1911468
BOSTON, MA
All Filings in IVES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,461,717 | 64,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,610,167 | 56,756 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,233,675 | 39,028 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $777,111 | 24,194 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||