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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 193,985 DCRE 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 193,985 shares
    Change vs previous 13F +11,789 shares

    0.73% of the 13F portfolio, value $10,049,380.

    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 182,196 shares
    Change vs previous 13F +7,673 shares

    0.79% of the 13F portfolio, value $9,466,909.

    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 174,523 shares
    Change vs previous 13F +7,131 shares

    0.72% of the 13F portfolio, value $9,057,718.

    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 167,392 shares
    Change vs previous 13F +12,205 shares

    0.79% of the 13F portfolio, value $8,717,758.

    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 155,187 shares
    Change vs previous 13F +5,687 shares

    0.8% of the 13F portfolio, value $8,074,741.

    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 149,500 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,754,588.

    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).