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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 69,483 IBIT 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 69,483 shares
    Change vs previous 13F -7,305 shares

    0.17% of the 13F portfolio, value $2,313,089.

    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 76,788 shares
    Change vs previous 13F -615 shares

    0.25% of the 13F portfolio, value $2,950,195.

    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 77,403 shares
    Change vs previous 13F +7,320 shares

    0.31% of the 13F portfolio, value $3,843,059.

    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 70,083 shares
    Change vs previous 13F +2,473 shares

    0.41% of the 13F portfolio, value $4,555,395.

    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 67,610 shares
    Change vs previous 13F +51,640 shares

    0.41% of the 13F portfolio, value $4,138,408.

    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 15,970 shares
    Change vs previous 13F +855 shares

    0.08% of the 13F portfolio, value $747,556.

    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 15,115 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $801,851.

    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).