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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 208,134 DMBS 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 208,134 shares
    Change vs previous 13F +10,647 shares

    0.75% of the 13F portfolio, value $10,217,174.

    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 197,487 shares
    Change vs previous 13F +10,738 shares

    0.81% of the 13F portfolio, value $9,751,890.

    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 186,749 shares
    Change vs previous 13F +8,002 shares

    0.74% of the 13F portfolio, value $9,273,006.

    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 178,747 shares
    Change vs previous 13F +9,747 shares

    0.81% of the 13F portfolio, value $8,880,163.

    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 169,000 shares
    Change vs previous 13F +858 shares

    0.82% of the 13F portfolio, value $8,292,823.

    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 168,142 shares
    Change vs previous 13F +8,193 shares

    0.88% of the 13F portfolio, value $8,247,385.

    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 159,949 shares
    Change vs previous 13F +7,190 shares

    0.81% of the 13F portfolio, value $7,693,523.

    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 152,759 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,697,512.

    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).