Advertisement
Screener

W.G. Shaheen & Associates DBA Whitney & Co Last Quarter Change: USA SPAC Units, Reduced

W.G. Shaheen & Associates DBA Whitney & Co quarter change: USA SPAC Units, Reduced

In units (a share and a warrant or right, mostly SPACs) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, W.G. Shaheen & Associates DBA Whitney & Co opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1577001): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
JNBA Financial AdvisorsUnited States$1.201B819
DT Investment Partners, LLCUnited States$1.202B555
Guardian Partners Inc.Canada$1.200B192
Amplius Wealth Advisors, LLCUnited States$1.200B175
Vivo Capital, LLCUnited States$1.203B46
Anchor Investment Management, LLCUnited States$1.199B1,067
Callahan Advisors, LLCUnited States$1.198B177
SPX Gestao de Recursos LtdaBrazil$1.204B82
KWMG, LLCUnited States$1.198B147
a16z Perennial Management, L.P.United States$1.204B152