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Shulman DeMeo Asset Management LLC: IBB position timeline

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

Shulman DeMeo Asset Management LLC held 7,182 IBB 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 7,182 shares
    Change vs previous 13F -20 shares

    0.3% of the 13F portfolio, value $1,493,487.

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

  2. period ended2026-06-30
    13F 7,202 shares
    Change vs previous 13F -46 shares

    0.26% of the 13F portfolio, value $1,369,787.

    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 7,248 shares
    Change vs previous 13F -54 shares

    0.26% of the 13F portfolio, value $1,223,859.

    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 7,302 shares
    Change vs previous 13F -29 shares

    0.28% of the 13F portfolio, value $1,232,392.

    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 7,331 shares
    Change vs previous 13F -31 shares

    0.24% of the 13F portfolio, value $1,058,406.

    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 7,362 shares
    Change vs previous 13F -24 shares

    0.23% of the 13F portfolio, value $931,392.

    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 7,386 shares
    Change vs previous 13F -20 shares

    0.27% of the 13F portfolio, value $944,695.

    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 7,406 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $979,174.

    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).