W.G. Shaheen & Associates DBA Whitney & Co

Q4 2025 13F Detailed Holdings

Location
Rochester, NY
Holdings as of
12/31/2025
Value ($000)
$1,256,682
Num holdings
175
Date filed
1/30/2026
Form type
13F-HR
Prev filing
11/7/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None