W.G. Shaheen & Associates DBA Whitney & Co
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,404,047
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 181 | 1,404,047 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q2 2026 | 7/28/2026 | 179 | 1,368,770 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q1 2026 | 5/5/2026 | 175 | 1,201,083 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q4 2025 | 1/30/2026 | 174 | 1,256,682 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q3 2025 | 11/7/2025 | 145 | 1,102,756 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q2 2025 | 8/5/2025 | 136 | 1,013,637 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q2 2014 | 8/4/2014 | 108 | 216,500 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q1 2014 | 4/24/2014 | 105 | 198,572 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
| Q4 2013 | 1/30/2014 | 98 | 181,191 | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.212 M | 86.3% | 47.45 K | 0 | 47.45 K |
| ETFs | 192.3 K | 13.7% | 0 | 12.17 K | -12.17 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
1,404,047
Holdings
181
QoQ value change ($000)
35,277
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.