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O'ROURKE & COMPANY, Inc: LAZ position timeline

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

O'ROURKE & COMPANY, Inc held 7,961 LAZ 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 7,961 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $333,898.

    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 7,954 shares
    Change vs previous 13F +280 shares

    0.13% of the 13F portfolio, value $337,870.

    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 7,674 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $372,657.

    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 7,767 shares
    Change vs previous 13F -1,197 shares

    0.17% of the 13F portfolio, value $409,937.

    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 8,964 shares
    Change vs previous 13F -720 shares

    0.2% of the 13F portfolio, value $430,106.

    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 9,684 shares
    Change vs previous 13F +14 shares

    0.21% of the 13F portfolio, value $419,325.

    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 9,670 shares
    Change vs previous 13F -98 shares

    0.24% of the 13F portfolio, value $497,836.

    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 9,768 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $492,119.

    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).