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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 157,545 AMZN 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 157,545 shares
    Change vs previous 13F +625 shares

    2.74% of the 13F portfolio, value $37,549,315.

    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 156,920 shares
    Change vs previous 13F +6,581 shares

    2.72% of the 13F portfolio, value $32,681,774.

    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 150,339 shares
    Change vs previous 13F +12,144 shares

    2.76% of the 13F portfolio, value $34,701,298.

    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 138,195 shares
    Change vs previous 13F -111 shares

    2.75% of the 13F portfolio, value $30,343,376.

    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 138,306 shares
    Change vs previous 13F +524 shares

    2.99% of the 13F portfolio, value $30,342,854.

    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 137,782 shares
    Change vs previous 13F +3,516 shares

    2.79% of the 13F portfolio, value $26,214,473.

    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 134,266 shares
    Change vs previous 13F +1,862 shares

    3.09% of the 13F portfolio, value $29,456,589.

    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 132,404 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $24,670,850.

    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).