W.G. Shaheen & Associates DBA Whitney & Co
Holdings in RTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,022,360 | 204,425 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $5,728,669 | 226,878 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $5,520,840 | 230,035 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $5,237,161 | 228,697 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $5,506,112 | 217,461 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $5,219,768 | 209,377 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $6,018,238 | 202,976 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $4,822,040 | 159,935 | Shares | Sole | 2024-05-08 |