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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 616,118 DBND 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 616,118 shares
    Change vs previous 13F +34,890 shares

    2.05% of the 13F portfolio, value $28,089,113.

    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 581,228 shares
    Change vs previous 13F +37,890 shares

    2.22% of the 13F portfolio, value $26,626,067.

    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 543,338 shares
    Change vs previous 13F +29,359 shares

    2.01% of the 13F portfolio, value $25,191,599.

    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 513,979 shares
    Change vs previous 13F +27,795 shares

    2.17% of the 13F portfolio, value $23,915,455.

    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 486,184 shares
    Change vs previous 13F +29,569 shares

    2.22% of the 13F portfolio, value $22,481,145.

    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 456,615 shares
    Change vs previous 13F +23,984 shares

    2.24% of the 13F portfolio, value $21,081,903.

    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 432,631 shares
    Change vs previous 13F +11,523 shares

    2.06% of the 13F portfolio, value $19,592,719.

    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 421,108 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $19,943,672.

    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).