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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 120,908 GOOGL 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 120,908 shares
    Change vs previous 13F -486 shares

    3.16% of the 13F portfolio, value $43,208,719.

    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 121,394 shares
    Change vs previous 13F +2,428 shares

    2.91% of the 13F portfolio, value $34,908,099.

    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 118,966 shares
    Change vs previous 13F +17,415 shares

    2.96% of the 13F portfolio, value $37,236,400.

    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 101,551 shares
    Change vs previous 13F -1,585 shares

    2.24% of the 13F portfolio, value $24,687,083.

    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 103,136 shares
    Change vs previous 13F -1,334 shares

    1.79% of the 13F portfolio, value $18,175,681.

    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 104,470 shares
    Change vs previous 13F +901 shares

    1.72% of the 13F portfolio, value $16,155,258.

    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 103,569 shares
    Change vs previous 13F -662 shares

    2.06% of the 13F portfolio, value $19,605,628.

    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 104,231 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $17,286,722.

    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).