Skip to content
Disclosery

O'ROURKE & COMPANY, Inc: WMT position timeline

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

O'ROURKE & COMPANY, Inc held 13,349 WMT 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 13,349 shares
    Change vs previous 13F +124 shares

    0.53% of the 13F portfolio, value $1,511,976.

    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 13,225 shares
    Change vs previous 13F +637 shares

    0.65% of the 13F portfolio, value $1,643,568.

    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 12,588 shares
    Change vs previous 13F -275 shares

    0.55% of the 13F portfolio, value $1,402,465.

    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 12,863 shares
    Change vs previous 13F +39 shares

    0.55% of the 13F portfolio, value $1,325,694.

    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 12,824 shares
    Change vs previous 13F +14 shares

    0.59% of the 13F portfolio, value $1,253,968.

    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 12,810 shares
    Change vs previous 13F +5 shares

    0.56% of the 13F portfolio, value $1,124,619.

    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 12,805 shares
    Change vs previous 13F -243 shares

    0.57% of the 13F portfolio, value $1,156,917.

    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 13,048 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,053,613.

    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).