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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 314,379 SCHW 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 314,379 shares
    Change vs previous 13F +62,196 shares

    2.12% of the 13F portfolio, value $29,007,796.

    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 252,183 shares
    Change vs previous 13F +3,195 shares

    1.97% of the 13F portfolio, value $23,700,191.

    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 248,988 shares
    Change vs previous 13F +10,647 shares

    1.98% of the 13F portfolio, value $24,876,383.

    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 238,341 shares
    Change vs previous 13F +362 shares

    2.06% of the 13F portfolio, value $22,754,409.

    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 237,979 shares
    Change vs previous 13F +1,019 shares

    2.14% of the 13F portfolio, value $21,713,203.

    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 236,960 shares
    Change vs previous 13F -45,132 shares

    1.97% of the 13F portfolio, value $18,549,224.

    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 282,092 shares
    Change vs previous 13F +761 shares

    2.19% of the 13F portfolio, value $20,877,595.

    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 281,331 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $18,233,033.

    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).