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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 1,167 WAB 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 1,167 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $314,610.

    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 1,186 shares
    Change vs previous 13F -38,105 shares

    0.02% of the 13F portfolio, value $296,360.

    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 39,291 shares
    Change vs previous 13F -113 shares

    0.67% of the 13F portfolio, value $8,386,759.

    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 39,404 shares
    Change vs previous 13F -213 shares

    0.72% of the 13F portfolio, value $7,899,223.

    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 39,617 shares
    Change vs previous 13F -73 shares

    0.82% of the 13F portfolio, value $8,293,914.

    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 39,690 shares
    Change vs previous 13F -25 shares

    0.77% of the 13F portfolio, value $7,197,818.

    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 39,715 shares
    Change vs previous 13F -18,518 shares

    0.79% of the 13F portfolio, value $7,529,584.

    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 58,233 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,584,929.

    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).