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O'ROURKE & COMPANY, Inc: VHT position timeline

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

O'ROURKE & COMPANY, Inc held 9,342 VHT 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 9,342 shares
    Change vs previous 13F -198 shares

    0.97% of the 13F portfolio, value $2,793,355.

    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 9,540 shares
    Change vs previous 13F -198 shares

    1.03% of the 13F portfolio, value $2,598,089.

    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 9,738 shares
    Change vs previous 13F +290 shares

    1.09% of the 13F portfolio, value $2,803,015.

    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 9,448 shares
    Change vs previous 13F -39 shares

    1.02% of the 13F portfolio, value $2,452,719.

    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 9,487 shares
    Change vs previous 13F -451 shares

    1.1% of the 13F portfolio, value $2,356,114.

    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 9,938 shares
    Change vs previous 13F -119 shares

    1.31% of the 13F portfolio, value $2,630,785.

    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 10,057 shares
    Change vs previous 13F -214 shares

    1.25% of the 13F portfolio, value $2,551,461.

    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 10,271 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,898,581.

    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).