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Shulman DeMeo Asset Management LLC: UTF position timeline

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

Shulman DeMeo Asset Management LLC held 10,746 UTF 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 10,746 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $270,477.

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

  2. period ended2026-06-30
    13F 10,776 shares
    Change vs previous 13F -132 shares

    0.06% of the 13F portfolio, value $297,310.

    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 10,908 shares
    Change vs previous 13F -308 shares

    0.06% of the 13F portfolio, value $282,299.

    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 11,216 shares
    Change vs previous 13F -240 shares

    0.06% of the 13F portfolio, value $270,418.

    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 11,456 shares
    Change vs previous 13F -193 shares

    0.07% of the 13F portfolio, value $284,109.

    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 11,649 shares
    Change vs previous 13F -186 shares

    0.08% of the 13F portfolio, value $313,941.

    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 11,835 shares
    Change vs previous 13F -103 shares

    0.08% of the 13F portfolio, value $302,384.

    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 11,938 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,990.

    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).