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Disclosery

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

W.G. Shaheen & Associates DBA Whitney & Co held 414,027 XLE 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 414,027 shares
    Change vs previous 13F +3,065 shares

    1.61% of the 13F portfolio, value $21,988,978.

    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 410,962 shares
    Change vs previous 13F +1,550 shares

    2.1% of the 13F portfolio, value $25,175,548.

    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 409,412 shares
    Change vs previous 13F +205,278 shares

    1.46% of the 13F portfolio, value $18,304,831.

    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 204,134 shares
    Change vs previous 13F -899 shares

    1.65% of the 13F portfolio, value $18,237,319.

    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 205,033 shares
    Change vs previous 13F +965 shares

    1.72% of the 13F portfolio, value $17,388,822.

    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 204,068 shares
    Change vs previous 13F +3,666 shares

    2.03% of the 13F portfolio, value $19,070,152.

    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 200,402 shares
    Change vs previous 13F +1,611 shares

    1.8% of the 13F portfolio, value $17,166,466.

    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 198,791 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $17,453,810.

    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).