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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 209,923 RTO 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 209,923 shares
    Change vs previous 13F +7,225 shares

    0.44% of the 13F portfolio, value $6,005,887.

    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 202,698 shares
    Change vs previous 13F -1,727 shares

    0.53% of the 13F portfolio, value $6,380,935.

    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 204,425 shares
    Change vs previous 13F -22,453 shares

    0.48% of the 13F portfolio, value $6,022,363.

    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 226,878 shares
    Change vs previous 13F -3,157 shares

    0.52% of the 13F portfolio, value $5,728,679.

    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 230,035 shares
    Change vs previous 13F +1,338 shares

    0.54% of the 13F portfolio, value $5,520,846.

    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 228,697 shares
    Change vs previous 13F +11,236 shares

    0.56% of the 13F portfolio, value $5,237,155.

    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 217,461 shares
    Change vs previous 13F +8,084 shares

    0.58% of the 13F portfolio, value $5,506,106.

    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 209,377 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,219,762.

    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).