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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 13,422 ORCL 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 13,422 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $1,967,063.

    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 13,438 shares
    Change vs previous 13F -1,200 shares

    0.16% of the 13F portfolio, value $1,976,906.

    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 14,638 shares
    Change vs previous 13F +3,344 shares

    0.23% of the 13F portfolio, value $2,853,112.

    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 11,294 shares
    Change vs previous 13F -360 shares

    0.29% of the 13F portfolio, value $3,176,246.

    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 11,654 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $2,547,853.

    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 11,754 shares
    Change vs previous 13F -300 shares

    0.17% of the 13F portfolio, value $1,643,288.

    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 12,054 shares
    Change vs previous 13F -96 shares

    0.21% of the 13F portfolio, value $2,008,632.

    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 12,150 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,070,289.

    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).