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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 13,569 COST 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 13,569 shares
    Change vs previous 13F +108 shares

    0.93% of the 13F portfolio, value $12,693,743.

    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 13,461 shares
    Change vs previous 13F +1,452 shares

    1.12% of the 13F portfolio, value $13,413,017.

    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 12,009 shares
    Change vs previous 13F +2,741 shares

    0.82% of the 13F portfolio, value $10,355,961.

    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 9,268 shares
    Change vs previous 13F -23 shares

    0.78% of the 13F portfolio, value $8,578,768.

    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 9,291 shares
    Change vs previous 13F +69 shares

    0.91% of the 13F portfolio, value $9,197,546.

    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 9,222 shares
    Change vs previous 13F -3,629 shares

    0.93% of the 13F portfolio, value $8,721,628.

    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 12,851 shares
    Change vs previous 13F -97 shares

    1.24% of the 13F portfolio, value $11,774,740.

    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 12,948 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $11,478,402.

    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).