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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 8,565 WFC 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 8,565 shares
    Change vs previous 13F -1,758 shares

    0.05% of the 13F portfolio, value $707,812.

    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 10,323 shares
    Change vs previous 13F +2,183 shares

    0.07% of the 13F portfolio, value $821,814.

    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 8,140 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $758,648.

    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).