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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000176
Filing Date
2023-08-14
Accepted
2023-08-14 13:02:39
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1983
2 whitney13f2023q2.html INFORMATION TABLE  
2 whitney13f2023q2.xml INFORMATION TABLE 60442
  Complete submission text file 0001765380-23-000176.txt   63648
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)

IRS No.: 161577084 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15514 | Film No.: 231168117