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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: ADBE 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 ADBE, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 46,633 ADBE 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 46,633 shares
    Change vs previous 13F +135 shares

    0.7% of the 13F portfolio, value $9,560,695.

    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 46,498 shares
    Change vs previous 13F +3,533 shares

    0.94% of the 13F portfolio, value $11,302,731.

    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 42,965 shares
    Change vs previous 13F -1,119 shares

    1.2% of the 13F portfolio, value $15,037,317.

    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 44,084 shares
    Change vs previous 13F -95 shares

    1.41% of the 13F portfolio, value $15,550,685.

    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 44,179 shares
    Change vs previous 13F +214 shares

    1.69% of the 13F portfolio, value $17,092,031.

    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 43,965 shares
    Change vs previous 13F +13,252 shares

    1.79% of the 13F portfolio, value $16,861,939.

    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 30,713 shares
    Change vs previous 13F +168 shares

    1.43% of the 13F portfolio, value $13,657,422.

    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 30,545 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $15,815,523.

    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).