Skip to content
Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 108,994 PAYX 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 108,994 shares
    Change vs previous 13F +496 shares

    0.78% of the 13F portfolio, value $10,717,392.

    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 108,498 shares
    Change vs previous 13F +1,878 shares

    0.83% of the 13F portfolio, value $9,994,818.

    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 106,620 shares
    Change vs previous 13F +52,391 shares

    0.95% of the 13F portfolio, value $11,960,588.

    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 54,229 shares
    Change vs previous 13F -212 shares

    0.62% of the 13F portfolio, value $6,874,019.

    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 54,441 shares
    Change vs previous 13F -786 shares

    0.78% of the 13F portfolio, value $7,918,931.

    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 55,227 shares
    Change vs previous 13F -1,502 shares

    0.91% of the 13F portfolio, value $8,520,362.

    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 56,729 shares
    Change vs previous 13F -932 shares

    0.84% of the 13F portfolio, value $7,954,486.

    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 57,661 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,737,477.

    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).