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Shulman DeMeo Asset Management LLC: XLK position timeline

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

Shulman DeMeo Asset Management LLC held 35,006 XLK 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 35,006 shares
    Change vs previous 13F -49 shares

    1.39% of the 13F portfolio, value $7,033,749.

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

  2. period ended2026-06-30
    13F 35,055 shares
    Change vs previous 13F +50 shares

    1.25% of the 13F portfolio, value $6,678,749.

    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 35,005 shares
    Change vs previous 13F +110 shares

    0.99% of the 13F portfolio, value $4,652,199.

    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 34,895 shares
    Change vs previous 13F +17,649 shares

    1.14% of the 13F portfolio, value $5,023,808.

    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 17,246 shares
    Change vs previous 13F -138 shares

    1.12% of the 13F portfolio, value $4,860,876.

    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 17,384 shares
    Change vs previous 13F -2,068 shares

    1.09% of the 13F portfolio, value $4,402,122.

    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 19,452 shares
    Change vs previous 13F -1,076 shares

    1.13% of the 13F portfolio, value $4,016,530.

    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 20,528 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,773,223.

    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).