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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 6,330 VWOB 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 6,330 shares
    Change vs previous 13F -1,978 shares

    0.03% of the 13F portfolio, value $425,596.

    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 8,308 shares
    Change vs previous 13F -146,281 shares

    0.05% of the 13F portfolio, value $545,758.

    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 154,589 shares
    Change vs previous 13F +728 shares

    0.83% of the 13F portfolio, value $10,423,922.

    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 153,861 shares
    Change vs previous 13F +1,100 shares

    0.93% of the 13F portfolio, value $10,293,286.

    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 152,761 shares
    Change vs previous 13F -65,021 shares

    0.99% of the 13F portfolio, value $9,982,900.

    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 217,782 shares
    Change vs previous 13F -21,713 shares

    1.49% of the 13F portfolio, value $13,981,605.

    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 239,495 shares
    Change vs previous 13F +8,723 shares

    1.59% of the 13F portfolio, value $15,124,095.

    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 230,772 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $15,316,335.

    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).