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

W.G. Shaheen & Associates DBA Whitney & Co held 19,075 IREN 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 19,075 shares
    Change vs previous 13F -595 shares

    0.06% of the 13F portfolio, value $872,300.

    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 19,670 shares
    Change vs previous 13F +1,490 shares

    0.06% of the 13F portfolio, value $674,288.

    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 18,180 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $686,659.

    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).