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O'ROURKE & COMPANY, Inc: JPIE position timeline

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

O'ROURKE & COMPANY, Inc held 286,947 JPIE 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 286,947 shares
    Change vs previous 13F +45,325 shares

    4.61% of the 13F portfolio, value $13,213,930.

    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 241,622 shares
    Change vs previous 13F +47,488 shares

    4.41% of the 13F portfolio, value $11,131,524.

    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 194,134 shares
    Change vs previous 13F +33,154 shares

    3.5% of the 13F portfolio, value $8,986,481.

    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 160,980 shares
    Change vs previous 13F +19,342 shares

    3.12% of the 13F portfolio, value $7,471,068.

    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 141,638 shares
    Change vs previous 13F +8,256 shares

    3.06% of the 13F portfolio, value $6,560,660.

    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 133,382 shares
    Change vs previous 13F +14,140 shares

    3.05% of the 13F portfolio, value $6,144,888.

    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 119,242 shares
    Change vs previous 13F +47,958 shares

    2.66% of the 13F portfolio, value $5,439,822.

    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 71,284 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,306,881.

    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).