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

W.G. Shaheen & Associates DBA Whitney & Co held 1,310 AEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,310 shares
Change vs previous 13F +10 shares
0.01% of the 13F portfolio, value $203,220.
13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,300 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $263,874.
13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).