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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 37,986 CCJ 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 37,986 shares
    Change vs previous 13F -839 shares

    0.28% of the 13F portfolio, value $3,869,259.

    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 38,825 shares
    Change vs previous 13F -92,301 shares

    0.35% of the 13F portfolio, value $4,216,799.

    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 131,126 shares
    Change vs previous 13F +436 shares

    0.95% of the 13F portfolio, value $11,996,688.

    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 130,690 shares
    Change vs previous 13F -360 shares

    0.99% of the 13F portfolio, value $10,959,641.

    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 131,050 shares
    Change vs previous 13F -95,921 shares

    0.96% of the 13F portfolio, value $9,727,859.

    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 226,971 shares
    Change vs previous 13F +3,028 shares

    0.99% of the 13F portfolio, value $9,342,136.

    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 223,943 shares
    Change vs previous 13F -102 shares

    1.21% of the 13F portfolio, value $11,508,443.

    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 224,045 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,700,403.

    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).