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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 83,766 NOW 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 83,766 shares
    Change vs previous 13F +7,563 shares

    0.61% of the 13F portfolio, value $8,316,288.

    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 76,203 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,967,024.

    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).