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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 195,914 NVDA 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 195,914 shares
    Change vs previous 13F +879 shares

    2.86% of the 13F portfolio, value $39,200,339.

    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 195,035 shares
    Change vs previous 13F +1,584 shares

    2.83% of the 13F portfolio, value $34,014,146.

    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 193,451 shares
    Change vs previous 13F +20,382 shares

    2.87% of the 13F portfolio, value $36,078,629.

    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 173,069 shares
    Change vs previous 13F +1,056 shares

    2.93% of the 13F portfolio, value $32,291,227.

    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 172,013 shares
    Change vs previous 13F +35,352 shares

    2.68% of the 13F portfolio, value $27,176,264.

    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 136,661 shares
    Change vs previous 13F +6,079 shares

    1.57% of the 13F portfolio, value $14,811,268.

    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 130,582 shares
    Change vs previous 13F +2,370 shares

    1.84% of the 13F portfolio, value $17,535,794.

    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 128,212 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $15,570,005.

    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).