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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 193,511 IBKR 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 193,511 shares
    Change vs previous 13F +2,134 shares

    1.23% of the 13F portfolio, value $16,843,164.

    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 191,377 shares
    Change vs previous 13F +1,927 shares

    1.07% of the 13F portfolio, value $12,835,625.

    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 189,450 shares
    Change vs previous 13F +894 shares

    0.97% of the 13F portfolio, value $12,183,543.

    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 188,556 shares
    Change vs previous 13F +975 shares

    1.18% of the 13F portfolio, value $12,974,530.

    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 187,581 shares
    Change vs previous 13F +141,001 shares

    1.03% of the 13F portfolio, value $10,393,837.

    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 46,580 shares
    Change vs previous 13F -8,248 shares

    0.82% of the 13F portfolio, value $7,713,214.

    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 54,828 shares
    Change vs previous 13F +1,283 shares

    1.02% of the 13F portfolio, value $9,686,464.

    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 53,545 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,462,097.

    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).