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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 177,463 EW 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 177,463 shares
    Change vs previous 13F +3,715 shares

    1.17% of the 13F portfolio, value $16,053,334.

    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 173,748 shares
    Change vs previous 13F +2,871 shares

    1.16% of the 13F portfolio, value $13,913,767.

    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 170,877 shares
    Change vs previous 13F +1,294 shares

    1.16% of the 13F portfolio, value $14,567,293.

    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 169,583 shares
    Change vs previous 13F +1,410 shares

    1.2% of the 13F portfolio, value $13,188,470.

    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 168,173 shares
    Change vs previous 13F +1,498 shares

    1.3% of the 13F portfolio, value $13,152,810.

    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 166,675 shares
    Change vs previous 13F +5,454 shares

    1.28% of the 13F portfolio, value $12,080,604.

    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 161,221 shares
    Change vs previous 13F +50,744 shares

    1.25% of the 13F portfolio, value $11,935,191.

    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 110,477 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,290,377.

    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).