W.G. Shaheen & Associates DBA Whitney & Co: ITB 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 ITB, newest first. How the timeline and the estimate are built.
W.G. Shaheen & Associates DBA Whitney & Co held 71,932 ITB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 71,932 sharesChange vs previous 13F +1,646 shares
0.55% of the 13F portfolio, value $7,515,462.
13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 70,286 sharesChange vs previous 13F +1,153 shares
0.53% of the 13F portfolio, value $6,364,387.
13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 69,133 sharesChange vs previous 13F +907 shares
0.53% of the 13F portfolio, value $6,657,475.
13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,226 sharesChange vs previous 13F +787 shares
0.66% of the 13F portfolio, value $7,317,289.
13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,439 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $6,283,323.
13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).