O'ROURKE & COMPANY, Inc: BX position timeline

O'ROURKE & COMPANY, Inc held 54,092 BX 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 54,092 shares

   Change vs previous 13F +1,723 shares

   2.22% of the 13F portfolio, value $6,365,114.

   13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 52,369 shares

   Change vs previous 13F -1,163 shares

   2.38% of the 13F portfolio, value $6,021,894.

   13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 53,532 shares

   Change vs previous 13F -1,311 shares

   3.21% of the 13F portfolio, value $8,251,495.

   13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 54,843 shares

   Change vs previous 13F -1,460 shares

   3.92% of the 13F portfolio, value $9,369,963.

   13F-HR 0001911468-25-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 56,303 shares

   Change vs previous 13F -56 shares

   3.93% of the 13F portfolio, value $8,421,744.

   13F-HR 0001911468-25-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 56,359 shares

   Change vs previous 13F -1,073 shares

   3.91% of the 13F portfolio, value $7,877,919.

   13F-HR 0001911468-25-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 57,432 shares

   Change vs previous 13F -8,229 shares

   4.85% of the 13F portfolio, value $9,902,378.

   13F-HR 0001911468-25-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 65,661 shares

   Change vs previous 13F not available

   5.03% of the 13F portfolio, value $10,054,593.

   13F-HR 0001911468-24-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).