Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy

  • Get the full experience

    We save the real magic for signed-in users.

W.G. Shaheen & Associates DBA Whitney & Co​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
W

W.G. Shaheen & Associates DBA Whitney & Co

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
Categorized
Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy

  • Get the full experience

    We save the real magic for signed-in users.

W.G. Shaheen & Associates DBA Whitney & Co​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
W

W.G. Shaheen & Associates DBA Whitney & Co

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
Categorized
Chronological
By Owner
Chronological
By Owner

SEC Filings

SEC Filings

Other Ownership(56)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:50AM
  • 13F-HRQuarterly report (institutional investment manager holdings)28 Jul
  • 13F-HRQuarterly report (institutional investment manager holdings)5 May
  • 13F-HRQuarterly report (institutional investment manager holdings)30 Jan
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Nov 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)5 Aug 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)6 May 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)4 Feb 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Nov 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)30 Jul 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)13 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Nov 2023
  • 13F-HRQuarterly report (institutional investment manager holdings)14 Aug 2023

Proxies(3)

Expand
  • N-PXAnnual report of proxy voting record6 Aug
  • N-PXAnnual report of proxy voting record12 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2024

Other Ownership(56)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:50AM
  • 13F-HRQuarterly report (institutional investment manager holdings)28 Jul
  • 13F-HRQuarterly report (institutional investment manager holdings)5 May
  • 13F-HRQuarterly report (institutional investment manager holdings)30 Jan
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Nov 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)5 Aug 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)6 May 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)4 Feb 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Nov 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)30 Jul 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)13 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Nov 2023
  • 13F-HRQuarterly report (institutional investment manager holdings)14 Aug 2023

Proxies(3)

Expand
  • N-PXAnnual report of proxy voting record6 Aug
  • N-PXAnnual report of proxy voting record12 Aug 2025
  • N-PXAnnual report of proxy voting record6 Aug 2024