Skip to content
Disclosery

Shulman DeMeo Asset Management LLC: XLP position timeline

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

Shulman DeMeo Asset Management LLC held 6,565 XLP 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 6,565 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $532,062.

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

  2. period ended2026-06-30
    13F 6,658 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $553,089.

    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 6,664 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $546,284.

    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 6,666 shares
    Change vs previous 13F +89 shares

    0.12% of the 13F portfolio, value $517,824.

    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 6,577 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $515,418.

    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 6,571 shares
    Change vs previous 13F -7 shares

    0.13% of the 13F portfolio, value $532,078.

    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 6,578 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $537,221.

    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 6,574 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $516,771.

    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).