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O'ROURKE & COMPANY, Inc: AAPL position timeline

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

O'ROURKE & COMPANY, Inc held 76,402 AAPL 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 76,402 shares
    Change vs previous 13F -786 shares

    7.72% of the 13F portfolio, value $22,107,686.

    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 77,188 shares
    Change vs previous 13F -2,268 shares

    7.75% of the 13F portfolio, value $19,589,568.

    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 79,456 shares
    Change vs previous 13F -2,082 shares

    8.4% of the 13F portfolio, value $21,600,806.

    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 81,538 shares
    Change vs previous 13F +910 shares

    8.68% of the 13F portfolio, value $20,761,996.

    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 80,628 shares
    Change vs previous 13F +29,715 shares

    7.72% of the 13F portfolio, value $16,542,384.

    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 50,913 shares
    Change vs previous 13F -32,344 shares

    8.92% of the 13F portfolio, value $17,973,117.

    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 83,257 shares
    Change vs previous 13F -6,931 shares

    10.21% of the 13F portfolio, value $20,849,220.

    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 90,188 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $21,013,844.

    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).