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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on AAPL, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 588,020 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 588,020 shares
    Change vs previous 13F +16,357 shares

    12.43% of the 13F portfolio, value $170,149,536.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 571,663 shares
    Change vs previous 13F +1,945 shares

    12.08% of the 13F portfolio, value $145,082,353.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 569,718 shares
    Change vs previous 13F +17,604 shares

    12.33% of the 13F portfolio, value $154,883,593.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 552,114 shares
    Change vs previous 13F -4,722 shares

    12.75% of the 13F portfolio, value $140,584,771.

    13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 556,836 shares
    Change vs previous 13F -484 shares

    11.27% of the 13F portfolio, value $114,246,028.

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 557,320 shares
    Change vs previous 13F -1,571 shares

    13.16% of the 13F portfolio, value $123,797,387.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 558,891 shares
    Change vs previous 13F -8,675 shares

    14.7% of the 13F portfolio, value $139,957,496.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 567,566 shares
    Change vs previous 13F not available

    14.17% of the 13F portfolio, value $132,242,839.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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