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O'ROURKE & COMPANY, Inc: XLK position timeline

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

O'ROURKE & COMPANY, Inc held 74,330 XLK 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 74,330 shares
    Change vs previous 13F +2,542 shares

    4.94% of the 13F portfolio, value $14,161,358.

    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 71,788 shares
    Change vs previous 13F -3,182 shares

    3.78% of the 13F portfolio, value $9,540,687.

    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 74,970 shares
    Change vs previous 13F +36,014 shares

    4.2% of the 13F portfolio, value $10,793,405.

    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 38,956 shares
    Change vs previous 13F +834 shares

    4.59% of the 13F portfolio, value $10,980,084.

    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 38,122 shares
    Change vs previous 13F -1,949 shares

    4.51% of the 13F portfolio, value $9,653,714.

    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 40,071 shares
    Change vs previous 13F +1,536 shares

    4.1% of the 13F portfolio, value $8,273,807.

    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 38,535 shares
    Change vs previous 13F -154 shares

    4.39% of the 13F portfolio, value $8,960,051.

    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 38,689 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $8,734,318.

    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).