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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 38,653 TSM 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 38,653 shares
    Change vs previous 13F -96 shares

    1.35% of the 13F portfolio, value $18,459,390.

    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 38,749 shares
    Change vs previous 13F +189 shares

    1.09% of the 13F portfolio, value $13,095,070.

    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 38,560 shares
    Change vs previous 13F +277 shares

    0.93% of the 13F portfolio, value $11,718,133.

    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 38,283 shares
    Change vs previous 13F +353 shares

    0.97% of the 13F portfolio, value $10,691,964.

    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 37,930 shares
    Change vs previous 13F +189 shares

    0.85% of the 13F portfolio, value $8,590,657.

    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 37,741 shares
    Change vs previous 13F +1,921 shares

    0.67% of the 13F portfolio, value $6,265,043.

    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 35,820 shares
    Change vs previous 13F +687 shares

    0.74% of the 13F portfolio, value $7,074,013.

    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 35,133 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $6,101,633.

    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).