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Shulman DeMeo Asset Management LLC: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shulman DeMeo Asset Management LLC on BTZ, newest first. How the timeline and the estimate are built.

Shulman DeMeo Asset Management LLC held 50,166 BTZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,166 shares
    Change vs previous 13F -113 shares

    0.09% of the 13F portfolio, value $466,040.

    13F-HR 0001085146-26-000852 filed by Shulman DeMeo Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,279 shares
    Change vs previous 13F -260 shares

    0.1% of the 13F portfolio, value $513,849.

    13F-HR 0001767070-26-000003 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 50,539 shares
    Change vs previous 13F -3,465 shares

    0.11% of the 13F portfolio, value $510,443.

    13F-HR 0001767070-26-000002 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 54,004 shares
    Change vs previous 13F -90 shares

    0.13% of the 13F portfolio, value $584,864.

    13F-HR 0001767070-26-000001 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 54,094 shares
    Change vs previous 13F -273 shares

    0.14% of the 13F portfolio, value $597,736.

    13F-HR 0001767070-25-000002 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 54,367 shares
    Change vs previous 13F -1,290 shares

    0.15% of the 13F portfolio, value $593,690.

    13F-HR 0001085146-25-003869 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 55,657 shares
    Change vs previous 13F -620 shares

    0.17% of the 13F portfolio, value $596,639.

    13F-HR 0001085146-25-001962 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 56,277 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $588,656.

    13F-HR 0001085146-25-000216 filed by Shulman DeMeo Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).