W.G. Shaheen & Associates DBA Whitney & Co

Entity
Company
Business address
959 Panorama Trail S, Suite 190, 14625 Rochester, NY
Phone
585-232-6200
State of incorporation
NY
Fiscal year end
December 31
Signature 13F
Andy Armstrong - Chief Compliance Officer
All SEC filings
View on sec.gov
W.G. Shaheen & Associates DBA Whitney & Co has filed 53 SEC EDGAR filings since 5/15/2013

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-15514
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-15514
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-15514
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-15514
13F-HR Open Document Open Filing Nov 7, 2024 Sep 30, 2024 028-15514
N-PX Open Document Open Filing Aug 6, 2024 Jun 30, 2024 028-15514
13F-HR Open Document Open Filing Jul 30, 2024 Jun 30, 2024 028-15514
13F-HR Open Document Open Filing May 8, 2024 Mar 31, 2024 028-15514
13F-HR/A Open Document Open Filing Feb 13, 2024 Dec 31, 2023 028-15514
13F-HR Open Document Open Filing Feb 8, 2024 Dec 31, 2023 028-15514
13F-HR Open Document Open Filing Nov 8, 2023 Sep 30, 2023 028-15514
13F-HR Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-15514
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-15514
13F-HR Open Document Open Filing Feb 3, 2023 Dec 31, 2022 028-15514
13F-HR Open Document Open Filing Nov 9, 2022 Sep 30, 2022 028-15514
13F-HR Open Document Open Filing Aug 5, 2022 Jun 30, 2022 028-15514
13F-HR Open Document Open Filing May 13, 2022 Mar 31, 2022 028-15514
13F-HR Open Document Open Filing Feb 11, 2022 Dec 31, 2021 028-15514
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-15514
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-15514
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-15514
13F-HR Open Document Open Filing Feb 10, 2021 Dec 31, 2020 028-15514
13F-HR Open Document Open Filing Nov 13, 2020 Sep 30, 2020 028-15514
13F-HR Open Document Open Filing Aug 13, 2020 Jun 30, 2020 028-15514
13F-HR Open Document Open Filing May 5, 2020 Mar 31, 2020 028-15514
13F-HR Open Document Open Filing Feb 6, 2020 Dec 31, 2019 028-15514
13F-HR Open Document Open Filing Nov 7, 2019 Sep 30, 2019 028-15514
13F-HR Open Document Open Filing Aug 6, 2019 Jun 30, 2019 028-15514
13F-HR Open Document Open Filing May 6, 2019 Mar 31, 2019 028-15514
13F-HR Open Document Open Filing Feb 7, 2019 Dec 31, 2018 028-15514
13F-HR Open Document Open Filing Nov 13, 2018 Sep 30, 2018 028-15514
13F-HR Open Document Open Filing Aug 14, 2018 Jun 30, 2018 028-15514
13F-HR Open Document Open Filing May 11, 2018 Mar 31, 2018 028-15514
13F-HR Open Document Open Filing Feb 12, 2018 Dec 31, 2017 028-15514
13F-HR Open Document Open Filing Nov 3, 2017 Sep 30, 2017 028-15514
13F-HR Open Document Open Filing Aug 11, 2017 Jun 30, 2017 028-15514
13F-HR Open Document Open Filing May 11, 2017 Mar 31, 2017 028-15514
13F-HR Open Document Open Filing Jan 23, 2017 Dec 31, 2016 028-15514
13F-HR Open Document Open Filing Oct 13, 2016 Sep 30, 2016 028-15514
13F-HR Open Document Open Filing Jul 21, 2016 Jun 30, 2016 028-15514
13F-HR Open Document Open Filing Apr 14, 2016 Mar 31, 2016 028-15514
13F-HR Open Document Open Filing Jan 28, 2016 Dec 31, 2015 028-15514
13F-HR Open Document Open Filing Oct 26, 2015 Sep 30, 2015 028-15514
13F-HR Open Document Open Filing Jul 21, 2015 Jun 30, 2015 028-15514
13F-HR Open Document Open Filing May 15, 2015 Mar 31, 2015 028-15514
13F-HR Open Document Open Filing Jan 27, 2015 Dec 31, 2014 028-15514
13F-HR Open Document Open Filing Oct 31, 2014 Sep 30, 2014 028-15514
13F-HR Open Document Open Filing Aug 4, 2014 Jun 30, 2014 028-15514
13F-HR Open Document Open Filing Apr 24, 2014 Mar 31, 2014 028-15514
13F-HR Open Document Open Filing Jan 30, 2014 Dec 31, 2013 028-15514