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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-24-000250
Filing Date
2024-07-30
Accepted
2024-07-30 16:16:23
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2092
2 whitneyq22024.html INFORMATION TABLE  
2 whitneyq22024.xml INFORMATION TABLE 61772
  Complete submission text file 0001765380-24-000250.txt   65117
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.: 241157635