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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 68,134 IQLT 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 68,134 shares
    Change vs previous 13F +809 shares

    0.25% of the 13F portfolio, value $3,376,044.

    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 67,325 shares
    Change vs previous 13F +2,943 shares

    0.26% of the 13F portfolio, value $3,112,448.

    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 64,382 shares
    Change vs previous 13F +1,191 shares

    0.23% of the 13F portfolio, value $2,926,175.

    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 63,191 shares
    Change vs previous 13F +6,568 shares

    0.25% of the 13F portfolio, value $2,792,416.

    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 56,623 shares
    Change vs previous 13F +4,112 shares

    0.24% of the 13F portfolio, value $2,447,251.

    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 52,511 shares
    Change vs previous 13F +10,260 shares

    0.22% of the 13F portfolio, value $2,084,147.

    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 42,251 shares
    Change vs previous 13F +14,982 shares

    0.16% of the 13F portfolio, value $1,568,343.

    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 27,269 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,131,391.

    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).