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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 6,611 MU 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 6,611 shares
    Change vs previous 13F -1,012 shares

    0.56% of the 13F portfolio, value $7,630,434.

    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 7,623 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $2,575,308.

    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 7,663 shares
    Change vs previous 13F +480 shares

    0.17% of the 13F portfolio, value $2,187,058.

    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 7,183 shares
    Change vs previous 13F -421 shares

    0.11% of the 13F portfolio, value $1,201,937.

    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 7,604 shares
    Change vs previous 13F -69,906 shares

    0.09% of the 13F portfolio, value $937,188.

    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 77,510 shares
    Change vs previous 13F +1,885 shares

    0.72% of the 13F portfolio, value $6,734,879.

    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 75,625 shares
    Change vs previous 13F +1,448 shares

    0.67% of the 13F portfolio, value $6,364,573.

    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 74,177 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,692,909.

    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).