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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 49,013 RMD 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 49,013 shares
    Change vs previous 13F +165 shares

    0.7% of the 13F portfolio, value $9,551,630.

    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 48,848 shares
    Change vs previous 13F -133 shares

    0.91% of the 13F portfolio, value $10,965,333.

    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 48,981 shares
    Change vs previous 13F -547 shares

    0.94% of the 13F portfolio, value $11,797,949.

    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 49,528 shares
    Change vs previous 13F -4,003 shares

    1.23% of the 13F portfolio, value $13,557,236.

    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 53,531 shares
    Change vs previous 13F +1,043 shares

    1.36% of the 13F portfolio, value $13,811,023.

    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 52,488 shares
    Change vs previous 13F +1,496 shares

    1.25% of the 13F portfolio, value $11,749,386.

    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 50,992 shares
    Change vs previous 13F -6,463 shares

    1.22% of the 13F portfolio, value $11,661,458.

    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 57,455 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $14,025,798.

    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).