W G Shaheen & Associates DBA Whitney & Co — 13F Briefs
One brief for each quarterly Form 13F the fund filed with the SEC, newest first.
| Quarter | Quarter ended | Filed | Reported positions | |
|---|---|---|---|---|
| Q3 2026 13F Brief | Sep 30, 2026 | Nov 3, 2026 | 181 | |
| Q2 2026 13F Brief | Jun 30, 2026 | Jul 28, 2026 | 179 | |
| Q1 2026 13F Brief | Mar 31, 2026 | May 5, 2026 | 175 | |
| Q4 2025 13F Brief | Dec 31, 2025 | Jan 30, 2026 | 173 | |
| Q3 2025 13F Brief | Sep 30, 2025 | Nov 7, 2025 | 142 | |
| Q2 2025 13F Brief | Jun 30, 2025 | Aug 5, 2025 | 135 | |
| Q1 2025 13F Brief | Mar 31, 2025 | May 6, 2025 | 130 | |
| Q4 2024 13F Brief | Dec 31, 2024 | Feb 4, 2025 | 130 | |
| Q3 2024 13F Brief | Sep 30, 2024 | Nov 7, 2024 | 128 | |
| Q2 2024 13F Brief | Jun 30, 2024 | Jul 30, 2024 | 122 | |
| Q1 2024 13F Brief | Mar 31, 2024 | May 8, 2024 | 128 | |
| Q4 2023 13F Brief | Dec 31, 2023 | Feb 8, 2024 | 122 | |
| Q3 2023 13F Brief | Sep 30, 2023 | Nov 8, 2023 | 122 | |
| Q2 2023 13F Brief | Jun 30, 2023 | Aug 14, 2023 | 122 | |
| Q1 2023 13F Brief | Mar 31, 2023 | May 3, 2023 | 122 | |
| Q4 2022 13F Brief | Dec 31, 2022 | Feb 3, 2023 | 123 | |
| Q3 2022 13F Brief | Sep 30, 2022 | Nov 9, 2022 | 125 | |
| Q2 2022 13F Brief | Jun 30, 2022 | Aug 5, 2022 | 122 | |
| Q1 2022 13F Brief | Mar 31, 2022 | May 13, 2022 | 131 | |
| Q4 2021 13F Brief | Dec 31, 2021 | Feb 11, 2022 | 133 | |
| Q3 2021 13F Brief Sign in | Sep 30, 2021 | Nov 12, 2021 | 129 | |
| Q2 2021 13F Brief Sign in | Jun 30, 2021 | Aug 13, 2021 | 126 | |
| Q1 2021 13F Brief Sign in | Mar 31, 2021 | May 11, 2021 | 121 | |
| Q4 2020 13F Brief Sign in | Dec 31, 2020 | Feb 10, 2021 | 122 | |
| Q3 2020 13F Brief Sign in | Sep 30, 2020 | Nov 13, 2020 | 113 | |
| Q2 2020 13F Brief Sign in | Jun 30, 2020 | Aug 13, 2020 | 104 | |
| Q1 2020 13F Brief Sign in | Mar 31, 2020 | May 5, 2020 | 99 | |
| Q4 2019 13F Brief Sign in | Dec 31, 2019 | Feb 6, 2020 | 106 | |
| Q3 2019 13F Brief Sign in | Sep 30, 2019 | Nov 7, 2019 | 105 | |
| Q2 2019 13F Brief Sign in | Jun 30, 2019 | Aug 6, 2019 | 101 | |
| Q1 2019 13F Brief Sign in | Mar 31, 2019 | May 6, 2019 | 102 | |
| Q4 2018 13F Brief Sign in | Dec 31, 2018 | Feb 7, 2019 | 113 | |
| Q3 2018 13F Brief Sign in | Sep 30, 2018 | Nov 13, 2018 | 495 | |
| Q2 2018 13F Brief Sign in | Jun 30, 2018 | Aug 14, 2018 | 305 | |
| Q1 2018 13F Brief Sign in | Mar 31, 2018 | May 11, 2018 | 296 | |
| Q4 2017 13F Brief Sign in | Dec 31, 2017 | Feb 12, 2018 | 110 | |
| Q3 2017 13F Brief Sign in | Sep 30, 2017 | Nov 3, 2017 | 104 | |
| Q2 2017 13F Brief Sign in | Jun 30, 2017 | Aug 11, 2017 | 107 | |
| Q1 2017 13F Brief Sign in | Mar 31, 2017 | May 11, 2017 | 96 | |
| Q4 2016 13F Brief Sign in | Dec 31, 2016 | Jan 23, 2017 | 101 | |
| Q3 2016 13F Brief Sign in | Sep 30, 2016 | Oct 13, 2016 | 100 | |
| Q2 2016 13F Brief Sign in | Jun 30, 2016 | Jul 21, 2016 | 104 | |
| Q1 2016 13F Brief Sign in | Mar 31, 2016 | Apr 14, 2016 | 104 | |
| Q4 2015 13F Brief Sign in | Dec 31, 2015 | Jan 28, 2016 | 110 | |
| Q3 2015 13F Brief Sign in | Sep 30, 2015 | Oct 26, 2015 | 107 | |
| Q2 2015 13F Brief Sign in | Jun 30, 2015 | Jul 21, 2015 | 105 | |
| Q1 2015 13F Brief Sign in | Mar 31, 2015 | May 15, 2015 | 101 | |
| Q4 2014 13F Brief Sign in | Dec 31, 2014 | Jan 27, 2015 | 103 | |
| Q3 2014 13F Brief Sign in | Sep 30, 2014 | Oct 31, 2014 | 103 | |
| Q2 2014 13F Brief Sign in | Jun 30, 2014 | Aug 4, 2014 | 106 | |
| Q1 2014 13F Brief Sign in | Mar 31, 2014 | Apr 24, 2014 | 103 | |
| Q4 2013 13F Brief Sign in | Dec 31, 2013 | Jan 30, 2014 | 96 | |
| Q3 2013 13F Brief Sign in | Sep 30, 2013 | Oct 30, 2013 | 90 | |
| Q2 2013 13F Brief Sign in | Jun 30, 2013 | Aug 12, 2013 | 88 |
Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled
FilingExplorer is not affiliated with, sponsored by, or endorsed by W G Shaheen & Associates DBA Whitney & Co. Data is compiled from public SEC filings.