O'ROURKE & COMPANY, Inc: WFC position timeline

O'ROURKE & COMPANY, Inc held 4,543 WFC 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 4,543 shares

   Change vs previous 13F +3 shares

   0.13% of the 13F portfolio, value $375,480.

   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 4,540 shares

   Change vs previous 13F +3 shares

   0.14% of the 13F portfolio, value $361,462.

   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 4,537 shares

   Change vs previous 13F -198 shares

   0.16% of the 13F portfolio, value $422,891.

   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 4,735 shares

   Change vs previous 13F +3 shares

   0.17% of the 13F portfolio, value $396,859.

   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 4,732 shares

   Change vs previous 13F +3 shares

   0.18% of the 13F portfolio, value $379,108.

   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 4,729 shares

   Change vs previous 13F +3 shares

   0.17% of the 13F portfolio, value $339,488.

   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 4,726 shares

   Change vs previous 13F +3 shares

   0.16% of the 13F portfolio, value $331,968.

   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 4,723 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $266,829.

   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).