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O'ROURKE & COMPANY, Inc: VBR position timeline

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

O'ROURKE & COMPANY, Inc held 12,497 VBR 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 12,497 shares
    Change vs previous 13F +20 shares

    1.06% of the 13F portfolio, value $3,036,725.

    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 12,477 shares
    Change vs previous 13F -334 shares

    1.07% of the 13F portfolio, value $2,710,666.

    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 12,811 shares
    Change vs previous 13F -118 shares

    1.06% of the 13F portfolio, value $2,713,271.

    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 12,929 shares
    Change vs previous 13F -301 shares

    1.13% of the 13F portfolio, value $2,698,366.

    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 13,230 shares
    Change vs previous 13F -1,167 shares

    1.2% of the 13F portfolio, value $2,579,924.

    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 14,397 shares
    Change vs previous 13F +370 shares

    1.33% of the 13F portfolio, value $2,682,048.

    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 14,027 shares
    Change vs previous 13F +608 shares

    1.36% of the 13F portfolio, value $2,779,930.

    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 13,419 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,694,324.

    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).