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Shulman DeMeo Asset Management LLC: MSFT position timeline

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

Shulman DeMeo Asset Management LLC held 4,577 MSFT 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 4,577 shares
    Change vs previous 13F -59 shares

    0.48% of the 13F portfolio, value $2,403,804.

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

  2. period ended2026-06-30
    13F 4,636 shares
    Change vs previous 13F -76 shares

    0.32% of the 13F portfolio, value $1,729,236.

    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 4,712 shares
    Change vs previous 13F -19 shares

    0.37% of the 13F portfolio, value $1,744,095.

    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 4,731 shares
    Change vs previous 13F -3 shares

    0.52% of the 13F portfolio, value $2,288,217.

    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 4,734 shares
    Change vs previous 13F -13 shares

    0.56% of the 13F portfolio, value $2,451,986.

    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 4,747 shares
    Change vs previous 13F -204 shares

    0.58% of the 13F portfolio, value $2,361,281.

    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 4,951 shares
    Change vs previous 13F +19 shares

    0.52% of the 13F portfolio, value $1,858,442.

    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 4,932 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,078,928.

    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).