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Shulman DeMeo Asset Management LLC: DVY position timeline

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

Shulman DeMeo Asset Management LLC held 27,939 DVY 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 27,939 shares
    Change vs previous 13F -647 shares

    0.85% of the 13F portfolio, value $4,277,424.

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

  2. period ended2026-06-30
    13F 28,586 shares
    Change vs previous 13F -1,197 shares

    0.84% of the 13F portfolio, value $4,468,052.

    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 29,783 shares
    Change vs previous 13F -246 shares

    0.96% of the 13F portfolio, value $4,509,400.

    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 30,029 shares
    Change vs previous 13F -239 shares

    0.96% of the 13F portfolio, value $4,238,256.

    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 30,268 shares
    Change vs previous 13F -71 shares

    0.99% of the 13F portfolio, value $4,301,074.

    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 30,339 shares
    Change vs previous 13F -41 shares

    1% of the 13F portfolio, value $4,029,342.

    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 30,380 shares
    Change vs previous 13F -163 shares

    1.15% of the 13F portfolio, value $4,079,795.

    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 30,543 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,009,987.

    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).