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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 68,900 V 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 68,900 shares
    Change vs previous 13F +968 shares

    1.73% of the 13F portfolio, value $23,638,750.

    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 67,932 shares
    Change vs previous 13F +1,812 shares

    1.71% of the 13F portfolio, value $20,531,814.

    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 66,120 shares
    Change vs previous 13F +3,164 shares

    1.85% of the 13F portfolio, value $23,189,096.

    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 62,956 shares
    Change vs previous 13F -189 shares

    1.95% of the 13F portfolio, value $21,491,780.

    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 63,145 shares
    Change vs previous 13F +156 shares

    2.21% of the 13F portfolio, value $22,419,792.

    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 62,989 shares
    Change vs previous 13F +1,100 shares

    2.35% of the 13F portfolio, value $22,075,174.

    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 61,889 shares
    Change vs previous 13F +120 shares

    2.05% of the 13F portfolio, value $19,559,469.

    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 61,769 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $16,983,294.

    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).