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

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

O'Keefe Stevens Advisory, Inc. held 15,145 UPS 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 15,145 shares
    Change vs previous 13F +2,002 shares

    0.29% of the 13F portfolio, value $1,415,115.

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

  2. period ended2026-06-30
    13F 13,143 shares
    Change vs previous 13F +525 shares

    0.29% of the 13F portfolio, value $1,412,883.

    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 12,618 shares
    Change vs previous 13F +1,980 shares

    0.31% of the 13F portfolio, value $1,241,345.

    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 10,638 shares
    Change vs previous 13F +621 shares

    0.27% of the 13F portfolio, value $1,055,219.

    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 10,017 shares
    Change vs previous 13F +656 shares

    0.23% of the 13F portfolio, value $836,750.

    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 9,361 shares
    Change vs previous 13F +2,207 shares

    0.27% of the 13F portfolio, value $944,936.

    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 7,154 shares
    Change vs previous 13F +1,684 shares

    0.26% of the 13F portfolio, value $786,908.

    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 5,470 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $689,767.

    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).