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O'ROURKE & COMPANY, Inc: VPU position timeline

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

O'ROURKE & COMPANY, Inc held 18,041 VPU 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 18,041 shares
    Change vs previous 13F +733 shares

    1.23% of the 13F portfolio, value $3,531,294.

    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 17,308 shares
    Change vs previous 13F +589 shares

    1.36% of the 13F portfolio, value $3,429,453.

    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 16,719 shares
    Change vs previous 13F +3,789 shares

    1.2% of the 13F portfolio, value $3,093,669.

    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 12,930 shares
    Change vs previous 13F +842 shares

    1.02% of the 13F portfolio, value $2,449,087.

    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 12,088 shares
    Change vs previous 13F +411 shares

    1% of the 13F portfolio, value $2,133,670.

    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 11,677 shares
    Change vs previous 13F +1,197 shares

    0.99% of the 13F portfolio, value $1,994,521.

    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 10,480 shares
    Change vs previous 13F +3,087 shares

    0.84% of the 13F portfolio, value $1,712,606.

    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 7,393 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,286,832.

    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).