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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 26,595 SYK 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 26,595 shares
    Change vs previous 13F +218 shares

    0.61% of the 13F portfolio, value $8,373,200.

    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 26,377 shares
    Change vs previous 13F +92 shares

    0.72% of the 13F portfolio, value $8,667,222.

    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 26,285 shares
    Change vs previous 13F +199 shares

    0.74% of the 13F portfolio, value $9,238,366.

    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 26,086 shares
    Change vs previous 13F -4,081 shares

    0.87% of the 13F portfolio, value $9,643,163.

    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 30,167 shares
    Change vs previous 13F +121 shares

    1.18% of the 13F portfolio, value $11,934,882.

    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 30,046 shares
    Change vs previous 13F +806 shares

    1.19% of the 13F portfolio, value $11,184,590.

    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 29,240 shares
    Change vs previous 13F +519 shares

    1.11% of the 13F portfolio, value $10,527,966.

    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 28,721 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $10,375,925.

    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).