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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 971,403 FBND 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 971,403 shares
    Change vs previous 13F +152,199 shares

    3.23% of the 13F portfolio, value $44,189,116.

    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 819,204 shares
    Change vs previous 13F +40,540 shares

    3.11% of the 13F portfolio, value $37,372,098.

    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 778,664 shares
    Change vs previous 13F +50,848 shares

    2.85% of the 13F portfolio, value $35,849,679.

    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 727,816 shares
    Change vs previous 13F +39,455 shares

    3.05% of the 13F portfolio, value $33,654,195.

    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 688,361 shares
    Change vs previous 13F +15,224 shares

    3.11% of the 13F portfolio, value $31,492,530.

    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 673,137 shares
    Change vs previous 13F +38,581 shares

    3.27% of the 13F portfolio, value $30,728,723.

    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 634,556 shares
    Change vs previous 13F +25,835 shares

    2.99% of the 13F portfolio, value $28,472,537.

    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 608,721 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $28,451,607.

    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).