O'ROURKE & COMPANY, Inc
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1911468
BOSTON, MA
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,461,717
+$851,550 QoQ
Shares Held
64,612
+13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#9
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
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. | ||||||