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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 13,890 BLK 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 13,890 shares
    Change vs previous 13F -14 shares

    0.98% of the 13F portfolio, value $13,356,010.

    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 13,904 shares
    Change vs previous 13F +98 shares

    1.11% of the 13F portfolio, value $13,372,065.

    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 13,806 shares
    Change vs previous 13F +14 shares

    1.18% of the 13F portfolio, value $14,777,475.

    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 13,792 shares
    Change vs previous 13F -76 shares

    1.46% of the 13F portfolio, value $16,079,170.

    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 13,868 shares
    Change vs previous 13F +33 shares

    1.44% of the 13F portfolio, value $14,551,484.

    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 13,835 shares
    Change vs previous 13F -2,458 shares

    1.39% of the 13F portfolio, value $13,094,539.

    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 16,293 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $16,702,077.

    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).