O'ROURKE & COMPANY, Inc
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1911468
BOSTON, MA
Position in ALLW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,487,335
+$152,130 QoQ
Shares Held
84,979
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#16
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,335 | 84,979 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,335,205 | 80,943 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,818,848 | 66,164 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $900,719 | 32,307 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||