0001765380-23-000176.txt : 20230814
0001765380-23-000176.hdr.sgml : 20230814
20230814130239
ACCESSION NUMBER: 0001765380-23-000176
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: W.G. Shaheen & Associates DBA Whitney & Co
CENTRAL INDEX KEY: 0001577001
IRS NUMBER: 161577084
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15514
FILM NUMBER: 231168117
BUSINESS ADDRESS:
STREET 1: 959 PANORAMA TRAIL S
STREET 2: SUITE 190
CITY: ROCHESTER
STATE: NY
ZIP: 14625
BUSINESS PHONE: 585-232-6200
MAIL ADDRESS:
STREET 1: 959 PANORAMA TRAIL S
STREET 2: SUITE 190
CITY: ROCHESTER
STATE: NY
ZIP: 14625
13F-HR
1
primary_doc.xml
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0001577001
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06-30-2023
06-30-2023
W.G. Shaheen & Associates DBA Whitney & Co
959 PANORAMA TRAIL S
SUITE 190
ROCHESTER
NY
14625
13F HOLDINGS REPORT
028-15514
N
Andy Armstrong
CCO
513-832-5385
Andy Armstrong
Cincinnati
OH
08-14-2023
0
122
695368967
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whitney13f2023q2.xml
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