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O'ROURKE & COMPANY, Inc: BILS position timeline

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

O'ROURKE & COMPANY, Inc held 77,724 BILS 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 77,724 shares
    Change vs previous 13F -10,665 shares

    2.7% of the 13F portfolio, value $7,724,296.

    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 88,389 shares
    Change vs previous 13F +11,254 shares

    3.48% of the 13F portfolio, value $8,789,354.

    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 77,135 shares
    Change vs previous 13F +36,853 shares

    2.98% of the 13F portfolio, value $7,653,361.

    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 40,282 shares
    Change vs previous 13F +25,953 shares

    1.68% of the 13F portfolio, value $4,008,862.

    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 14,329 shares
    Change vs previous 13F +10,722 shares

    0.67% of the 13F portfolio, value $1,424,778.

    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 3,607 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $358,878.

    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 3,598 shares
    Change vs previous 13F +1,367 shares

    0.17% of the 13F portfolio, value $356,781.

    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 2,231 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $222,182.

    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).