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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 155,956 NEM 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 155,956 shares
    Change vs previous 13F +1,368 shares

    1.06% of the 13F portfolio, value $14,566,281.

    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 154,588 shares
    Change vs previous 13F -2,195 shares

    1.39% of the 13F portfolio, value $16,734,146.

    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 156,783 shares
    Change vs previous 13F -1,116 shares

    1.25% of the 13F portfolio, value $15,654,823.

    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 157,899 shares
    Change vs previous 13F -34,987 shares

    1.21% of the 13F portfolio, value $13,312,473.

    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 192,886 shares
    Change vs previous 13F +2,938 shares

    1.11% of the 13F portfolio, value $11,237,515.

    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 189,948 shares
    Change vs previous 13F +4,595 shares

    0.97% of the 13F portfolio, value $9,170,693.

    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 185,353 shares
    Change vs previous 13F -18,416 shares

    0.72% of the 13F portfolio, value $6,898,839.

    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 203,769 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $10,891,435.

    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).