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O'ROURKE & COMPANY, Inc: PHO position timeline

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

O'ROURKE & COMPANY, Inc held 29,574 PHO 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 29,574 shares
    Change vs previous 13F -87 shares

    0.71% of the 13F portfolio, value $2,043,008.

    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 29,661 shares
    Change vs previous 13F -538 shares

    0.79% of the 13F portfolio, value $1,983,113.

    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 30,199 shares
    Change vs previous 13F +2,328 shares

    0.83% of the 13F portfolio, value $2,126,307.

    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 27,871 shares
    Change vs previous 13F -403 shares

    0.84% of the 13F portfolio, value $2,009,744.

    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 28,274 shares
    Change vs previous 13F +21 shares

    0.92% of the 13F portfolio, value $1,976,651.

    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 28,253 shares
    Change vs previous 13F +35 shares

    0.9% of the 13F portfolio, value $1,822,909.

    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 28,218 shares
    Change vs previous 13F -893 shares

    0.91% of the 13F portfolio, value $1,856,431.

    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 29,111 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,053,457.

    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).