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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 173,598 ICOP 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 173,598 shares
    Change vs previous 13F +6,595 shares

    0.62% of the 13F portfolio, value $8,546,222.

    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 167,003 shares
    Change vs previous 13F +5,765 shares

    0.66% of the 13F portfolio, value $7,945,585.

    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 161,238 shares
    Change vs previous 13F +2,422 shares

    0.57% of the 13F portfolio, value $7,144,462.

    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 158,816 shares
    Change vs previous 13F +4,613 shares

    0.54% of the 13F portfolio, value $5,974,895.

    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 154,203 shares
    Change vs previous 13F +2,451 shares

    0.45% of the 13F portfolio, value $4,610,671.

    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 151,752 shares
    Change vs previous 13F +6,846 shares

    0.42% of the 13F portfolio, value $3,930,374.

    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 144,906 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,697,999.

    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).