W.G. Shaheen & Associates DBA Whitney & Co: SOFI 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 SOFI, newest first. How the timeline and the estimate are built.
W.G. Shaheen & Associates DBA Whitney & Co held 16,470 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,470 sharesChange vs previous 13F +885 shares
0.02% of the 13F portfolio, value $295,307.
13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,585 sharesChange vs previous 13F +275 shares
0.02% of the 13F portfolio, value $247,490.
13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,310 sharesChange vs previous 13F +200 shares
0.03% of the 13F portfolio, value $400,816.
13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,110 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $399,206.
13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,110 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $275,153.
13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).