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O'ROURKE & COMPANY, Inc: KMI position timeline

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

O'ROURKE & COMPANY, Inc held 27,059 KMI 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 27,059 shares
    Change vs previous 13F -1,071 shares

    0.3% of the 13F portfolio, value $865,104.

    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 28,130 shares
    Change vs previous 13F -1,298 shares

    0.37% of the 13F portfolio, value $943,184.

    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 29,428 shares
    Change vs previous 13F -384 shares

    0.31% of the 13F portfolio, value $808,989.

    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 29,812 shares
    Change vs previous 13F -3,630 shares

    0.35% of the 13F portfolio, value $843,979.

    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 33,442 shares
    Change vs previous 13F -4,743 shares

    0.46% of the 13F portfolio, value $983,184.

    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 38,185 shares
    Change vs previous 13F -197 shares

    0.54% of the 13F portfolio, value $1,089,407.

    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 38,382 shares
    Change vs previous 13F -4,004 shares

    0.52% of the 13F portfolio, value $1,051,667.

    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 42,386 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $936,298.

    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).