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

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

O'Keefe Stevens Advisory, Inc. held 24,660 WMB 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 24,660 shares
    Change vs previous 13F +2,251 shares

    0.34% of the 13F portfolio, value $1,676,170.

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

  2. period ended2026-06-30
    13F 22,409 shares
    Change vs previous 13F +410 shares

    0.34% of the 13F portfolio, value $1,665,896.

    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 21,999 shares
    Change vs previous 13F +1,207 shares

    0.4% of the 13F portfolio, value $1,601,063.

    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 20,792 shares
    Change vs previous 13F +1,272 shares

    0.32% of the 13F portfolio, value $1,249,779.

    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 19,520 shares
    Change vs previous 13F +310 shares

    0.33% of the 13F portfolio, value $1,236,579.

    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 19,210 shares
    Change vs previous 13F +2,622 shares

    0.34% of the 13F portfolio, value $1,206,591.

    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 16,588 shares
    Change vs previous 13F +2,678 shares

    0.33% of the 13F portfolio, value $991,272.

    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 13,910 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $752,802.

    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).