O'ROURKE & COMPANY, Inc: TSLA position timeline

O'ROURKE & COMPANY, Inc held 685 TSLA 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 685 shares

   Change vs previous 13F +68 shares

   0.1% of the 13F portfolio, value $288,134.

   13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 617 shares

   Change vs previous 13F -70 shares

   0.09% of the 13F portfolio, value $229,390.

   13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 687 shares

   Change vs previous 13F +35 shares

   0.12% of the 13F portfolio, value $308,982.

   13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 652 shares

   Change vs previous 13F -140 shares

   0.12% of the 13F portfolio, value $289,981.

   13F-HR 0001911468-25-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 792 shares

   Change vs previous 13F -54 shares

   0.12% of the 13F portfolio, value $251,604.

   13F-HR 0001911468-25-000003 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 846 shares

   Change vs previous 13F -32 shares

   0.11% of the 13F portfolio, value $219,263.

   13F-HR 0001911468-25-000002 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 878 shares

   Change vs previous 13F -46 shares

   0.17% of the 13F portfolio, value $354,593.

   13F-HR 0001911468-25-000001 filed by O'ROURKE & COMPANY, Inc
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 924 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $241,760.

   13F-HR 0001911468-24-000005 filed by O'ROURKE & COMPANY, Inc
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).