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O'ROURKE & COMPANY, Inc: SCMB position timeline

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

O'ROURKE & COMPANY, Inc held 70,567 SCMB 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 70,567 shares
    Change vs previous 13F +3,909 shares

    0.64% of the 13F portfolio, value $1,822,042.

    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 66,658 shares
    Change vs previous 13F -7,312 shares

    0.67% of the 13F portfolio, value $1,698,435.

    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 73,970 shares
    Change vs previous 13F +2,185 shares

    0.74% of the 13F portfolio, value $1,905,457.

    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 71,785 shares
    Change vs previous 13F -4,236 shares

    0.77% of the 13F portfolio, value $1,838,418.

    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 76,021 shares
    Change vs previous 13F -12,472 shares

    0.89% of the 13F portfolio, value $1,914,202.

    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 88,493 shares
    Change vs previous 13F +87 shares

    1.11% of the 13F portfolio, value $2,245,072.

    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 88,406 shares
    Change vs previous 13F +46,683 shares

    1.11% of the 13F portfolio, value $2,270,255.

    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 41,723 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,191,709.

    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).