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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 55,956 LOW 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 55,956 shares
    Change vs previous 13F +637 shares

    0.9% of the 13F portfolio, value $12,337,842.

    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 55,319 shares
    Change vs previous 13F +119 shares

    1.09% of the 13F portfolio, value $13,070,707.

    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 55,200 shares
    Change vs previous 13F +150 shares

    1.06% of the 13F portfolio, value $13,312,132.

    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 55,050 shares
    Change vs previous 13F -408 shares

    1.26% of the 13F portfolio, value $13,834,631.

    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 55,458 shares
    Change vs previous 13F -30 shares

    1.21% of the 13F portfolio, value $12,304,402.

    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 55,488 shares
    Change vs previous 13F +594 shares

    1.38% of the 13F portfolio, value $12,941,396.

    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 54,894 shares
    Change vs previous 13F +146 shares

    1.42% of the 13F portfolio, value $13,547,946.

    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 54,748 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $14,828,598.

    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).