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Manager record

W.G. Shaheen & Associates DBA Whitney & Co

Rochester, NY · CIK 1577001 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.37BReported 13F valueQ2 2026 · as filed
179Holdings listed
+14.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.0B$1.0BQ2 2025137 holdingsQ3 2025: $1.1B$1.1BQ3 2025148 holdingsQ4 2025: $1.3B$1.3BQ4 2025175 holdingsQ1 2026: $1.2B$1.2BQ1 2026175 holdingsQ2 2026: $1.4B$1.4BQ2 2026179 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$1.37B · 179 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$1.20B · 175 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$1.26B · 175 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$1.10B · 148 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$1.01B · 137 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology