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O'Keefe Stevens Advisory, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Keefe Stevens Advisory, Inc. on IVV, newest first. How the timeline and the estimate are built.

O'Keefe Stevens Advisory, Inc. held 6,240 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,240 shares
    Change vs previous 13F -17 shares

    0.98% of the 13F portfolio, value $4,778,904.

    13F-HR 0001780565-26-000004 filed by O'Keefe Stevens Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,257 shares
    Change vs previous 13F -11 shares

    0.96% of the 13F portfolio, value $4,685,805.

    13F-HR 0001780565-26-000003 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,268 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,094,320.

    13F-HR 0001780565-26-000002 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).