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Shulman DeMeo Asset Management LLC: SPY position timeline

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

Shulman DeMeo Asset Management LLC held 365,374 SPY 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 365,374 shares
    Change vs previous 13F -6,873 shares

    56.02% of the 13F portfolio, value $283,102,731.

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

  2. period ended2026-06-30
    13F 372,247 shares
    Change vs previous 13F -2,473 shares

    51.96% of the 13F portfolio, value $277,982,931.

    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 374,720 shares
    Change vs previous 13F -3,875 shares

    51.75% of the 13F portfolio, value $243,695,176.

    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 378,595 shares
    Change vs previous 13F -2,626 shares

    58.55% of the 13F portfolio, value $258,171,319.

    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 381,221 shares
    Change vs previous 13F -799 shares

    58.39% of the 13F portfolio, value $253,961,636.

    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 382,020 shares
    Change vs previous 13F -4,660 shares

    58.44% of the 13F portfolio, value $236,031,351.

    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 386,680 shares
    Change vs previous 13F -1,155 shares

    60.74% of the 13F portfolio, value $216,305,003.

    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 387,835 shares
    Change vs previous 13F not available

    61.33% of the 13F portfolio, value $227,302,545.

    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).