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O'ROURKE & COMPANY, Inc: VTEB position timeline

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

O'ROURKE & COMPANY, Inc held 60,330 VTEB 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 60,330 shares
    Change vs previous 13F +10,077 shares

    1.06% of the 13F portfolio, value $3,051,512.

    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 50,253 shares
    Change vs previous 13F -344 shares

    0.99% of the 13F portfolio, value $2,507,138.

    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 50,597 shares
    Change vs previous 13F -2,524 shares

    0.99% of the 13F portfolio, value $2,544,546.

    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 53,121 shares
    Change vs previous 13F -1,904 shares

    1.11% of the 13F portfolio, value $2,659,758.

    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 55,025 shares
    Change vs previous 13F +159 shares

    1.26% of the 13F portfolio, value $2,697,855.

    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 54,866 shares
    Change vs previous 13F +2,454 shares

    1.35% of the 13F portfolio, value $2,722,469.

    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 52,412 shares
    Change vs previous 13F -2,935 shares

    1.29% of the 13F portfolio, value $2,627,437.

    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 55,347 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,829,340.

    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).