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Shulman DeMeo Asset Management LLC: WSM position timeline

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

Shulman DeMeo Asset Management LLC held 12,218 WSM 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 12,218 shares
    Change vs previous 13F -785 shares

    0.58% of the 13F portfolio, value $2,916,384.

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

  2. period ended2026-06-30
    13F 13,003 shares
    Change vs previous 13F -48 shares

    0.57% of the 13F portfolio, value $3,030,971.

    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 13,051 shares
    Change vs previous 13F -113 shares

    0.51% of the 13F portfolio, value $2,379,513.

    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 13,164 shares
    Change vs previous 13F -108 shares

    0.53% of the 13F portfolio, value $2,351,015.

    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 13,272 shares
    Change vs previous 13F -305 shares

    0.6% of the 13F portfolio, value $2,594,062.

    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 13,577 shares
    Change vs previous 13F -242 shares

    0.55% of the 13F portfolio, value $2,218,059.

    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 13,819 shares
    Change vs previous 13F -238 shares

    0.61% of the 13F portfolio, value $2,184,761.

    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 14,057 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,603,098.

    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).