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Shulman DeMeo Asset Management LLC: IBM position timeline

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

Shulman DeMeo Asset Management LLC held 7,320 IBM 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 7,320 shares
    Change vs previous 13F -562 shares

    0.32% of the 13F portfolio, value $1,622,002.

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

  2. period ended2026-06-30
    13F 7,882 shares
    Change vs previous 13F +14 shares

    0.41% of the 13F portfolio, value $2,216,452.

    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 7,868 shares
    Change vs previous 13F -77 shares

    0.4% of the 13F portfolio, value $1,907,126.

    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 7,945 shares
    Change vs previous 13F -152 shares

    0.53% of the 13F portfolio, value $2,353,535.

    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 8,097 shares
    Change vs previous 13F -35 shares

    0.53% of the 13F portfolio, value $2,284,758.

    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 8,132 shares
    Change vs previous 13F -154 shares

    0.59% of the 13F portfolio, value $2,397,056.

    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 8,286 shares
    Change vs previous 13F -11 shares

    0.58% of the 13F portfolio, value $2,060,341.

    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 8,297 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,824,011.

    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).