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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 26,992 HSY 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 26,992 shares
    Change vs previous 13F -284 shares

    0.35% of the 13F portfolio, value $4,735,817.

    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 27,276 shares
    Change vs previous 13F -700 shares

    0.47% of the 13F portfolio, value $5,670,457.

    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 27,976 shares
    Change vs previous 13F -4,891 shares

    0.41% of the 13F portfolio, value $5,091,038.

    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 32,867 shares
    Change vs previous 13F -1,057 shares

    0.56% of the 13F portfolio, value $6,147,845.

    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 33,924 shares
    Change vs previous 13F -205 shares

    0.56% of the 13F portfolio, value $5,629,628.

    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 34,129 shares
    Change vs previous 13F +1,355 shares

    0.62% of the 13F portfolio, value $5,837,040.

    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 32,774 shares
    Change vs previous 13F -8,464 shares

    0.58% of the 13F portfolio, value $5,550,254.

    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 41,238 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,908,686.

    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).