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O'ROURKE & COMPANY, Inc: CWB position timeline

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

O'ROURKE & COMPANY, Inc held 21,609 CWB 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 21,609 shares
    Change vs previous 13F -175 shares

    0.81% of the 13F portfolio, value $2,329,985.

    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 21,784 shares
    Change vs previous 13F -428 shares

    0.79% of the 13F portfolio, value $1,993,669.

    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 22,212 shares
    Change vs previous 13F -179 shares

    0.77% of the 13F portfolio, value $1,981,304.

    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 22,391 shares
    Change vs previous 13F +28 shares

    0.85% of the 13F portfolio, value $2,026,385.

    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 22,363 shares
    Change vs previous 13F +19 shares

    0.86% of the 13F portfolio, value $1,848,508.

    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 22,344 shares
    Change vs previous 13F +1,376 shares

    0.85% of the 13F portfolio, value $1,711,972.

    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 20,968 shares
    Change vs previous 13F -633 shares

    0.8% of the 13F portfolio, value $1,633,202.

    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 21,601 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,654,388.

    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).