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Shulman DeMeo Asset Management LLC: IJR position timeline

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

Shulman DeMeo Asset Management LLC held 85,239 IJR 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 85,239 shares
    Change vs previous 13F -1,166 shares

    2.34% of the 13F portfolio, value $11,849,941.

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

  2. period ended2026-06-30
    13F 86,405 shares
    Change vs previous 13F -360 shares

    2.4% of the 13F portfolio, value $12,814,708.

    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 86,765 shares
    Change vs previous 13F -1,163 shares

    2.29% of the 13F portfolio, value $10,785,713.

    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 87,928 shares
    Change vs previous 13F -735 shares

    2.4% of the 13F portfolio, value $10,567,189.

    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 88,663 shares
    Change vs previous 13F +243 shares

    2.42% of the 13F portfolio, value $10,535,875.

    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 88,420 shares
    Change vs previous 13F -1,357 shares

    2.39% of the 13F portfolio, value $9,663,420.

    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 89,777 shares
    Change vs previous 13F -654 shares

    2.64% of the 13F portfolio, value $9,387,972.

    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 90,431 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $10,419,449.

    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).