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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 209,155 ITOT 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 209,155 shares
    Change vs previous 13F +795 shares

    2.51% of the 13F portfolio, value $34,357,919.

    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 208,360 shares
    Change vs previous 13F -155 shares

    2.47% of the 13F portfolio, value $29,676,760.

    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 208,515 shares
    Change vs previous 13F +1,909 shares

    2.47% of the 13F portfolio, value $31,004,063.

    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 206,606 shares
    Change vs previous 13F +872 shares

    2.73% of the 13F portfolio, value $30,092,109.

    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 205,734 shares
    Change vs previous 13F +475 shares

    2.74% of the 13F portfolio, value $27,782,383.

    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 205,259 shares
    Change vs previous 13F +547 shares

    2.66% of the 13F portfolio, value $25,043,660.

    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 204,712 shares
    Change vs previous 13F +4,169 shares

    2.76% of the 13F portfolio, value $26,330,086.

    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 200,543 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $25,192,169.

    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).