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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 9,156 TSLA 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 9,156 shares
    Change vs previous 13F -41 shares

    0.28% of the 13F portfolio, value $3,851,183.

    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 9,197 shares
    Change vs previous 13F -290 shares

    0.28% of the 13F portfolio, value $3,419,134.

    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 9,487 shares
    Change vs previous 13F +188 shares

    0.34% of the 13F portfolio, value $4,266,674.

    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 9,299 shares
    Change vs previous 13F -10 shares

    0.38% of the 13F portfolio, value $4,135,630.

    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 9,309 shares
    Change vs previous 13F +358 shares

    0.29% of the 13F portfolio, value $2,957,225.

    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 8,951 shares
    Change vs previous 13F +1,858 shares

    0.25% of the 13F portfolio, value $2,319,845.

    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 7,093 shares
    Change vs previous 13F +1,736 shares

    0.3% of the 13F portfolio, value $2,864,599.

    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 5,357 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,401,657.

    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).