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Shulman DeMeo Asset Management LLC: SDY position timeline

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

Shulman DeMeo Asset Management LLC held 41,078 SDY 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 41,078 shares
    Change vs previous 13F -648 shares

    1.2% of the 13F portfolio, value $6,067,676.

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

  2. period ended2026-06-30
    13F 41,726 shares
    Change vs previous 13F -1,306 shares

    1.19% of the 13F portfolio, value $6,349,876.

    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 43,032 shares
    Change vs previous 13F -264 shares

    1.33% of the 13F portfolio, value $6,280,076.

    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 43,296 shares
    Change vs previous 13F -503 shares

    1.37% of the 13F portfolio, value $6,025,045.

    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 43,799 shares
    Change vs previous 13F -97 shares

    1.41% of the 13F portfolio, value $6,134,045.

    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 43,896 shares
    Change vs previous 13F -81 shares

    1.48% of the 13F portfolio, value $5,957,990.

    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 43,977 shares
    Change vs previous 13F -281 shares

    1.68% of the 13F portfolio, value $5,966,737.

    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 44,258 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $5,846,477.

    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).