Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-25-000169
Filing Date
2025-05-06
Accepted
2025-05-06 13:13:01
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2089
2 whitney13f1q25.html INFORMATION TABLE  
2 whitney13f1q25.xml INFORMATION TABLE 66838
  Complete submission text file 0001765380-25-000169.txt   70173
Mailing Address 959 PANORAMA TRAIL S SUITE 190 ROCHESTER NY 14625
Business Address 959 PANORAMA TRAIL S SUITE 190 ROCHESTER NY 14625 585-232-6200
W.G. Shaheen & Associates DBA Whitney & Co (Filer) CIK: 0001577001 (see all company filings)

EIN.: 161577084 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15514 | Film No.: 25916425