Skip to content
Disclosery

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

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

O'Keefe Stevens Advisory, Inc. held 25,394 SWX 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 25,394 shares
    Change vs previous 13F +2,822 shares

    0.42% of the 13F portfolio, value $2,070,589.

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

  2. period ended2026-06-30
    13F 22,572 shares
    Change vs previous 13F +582 shares

    0.41% of the 13F portfolio, value $2,001,705.

    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 21,990 shares
    Change vs previous 13F +1,942 shares

    0.47% of the 13F portfolio, value $1,910,942.

    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).

  4. period ended2025-12-31
    13F 20,048 shares
    Change vs previous 13F +1,370 shares

    0.42% of the 13F portfolio, value $1,604,241.

    13F-HR 0001780565-26-000001 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).

  5. period ended2025-09-30
    13F 18,678 shares
    Change vs previous 13F +372 shares

    0.4% of the 13F portfolio, value $1,463,235.

    13F-HR 0001780565-25-000006 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).

  6. period ended2025-06-30
    13F 18,306 shares
    Change vs previous 13F +3,495 shares

    0.38% of the 13F portfolio, value $1,361,760.

    13F-HR 0001780565-25-000004 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).

  7. period ended2025-03-31
    13F 14,811 shares
    Change vs previous 13F +3,036 shares

    0.35% of the 13F portfolio, value $1,063,423.

    13F-HR 0001780565-25-000002 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).

  8. period ended2024-12-31
    13F 11,775 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $832,578.

    13F-HR 0001780565-25-000001 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).