Skip to content
Disclosery

Shulman DeMeo Asset Management LLC: XLU position timeline

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

Shulman DeMeo Asset Management LLC held 25,320 XLU 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 25,320 shares
    Change vs previous 13F -41 shares

    0.2% of the 13F portfolio, value $1,012,034.

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

  2. period ended2026-06-30
    13F 25,361 shares
    Change vs previous 13F -123 shares

    0.21% of the 13F portfolio, value $1,149,861.

    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 25,484 shares
    Change vs previous 13F -207 shares

    0.25% of the 13F portfolio, value $1,169,454.

    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 25,691 shares
    Change vs previous 13F +12,584 shares

    0.25% of the 13F portfolio, value $1,096,742.

    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 13,107 shares
    Change vs previous 13F -60 shares

    0.26% of the 13F portfolio, value $1,143,048.

    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 13,167 shares
    Change vs previous 13F -304 shares

    0.27% of the 13F portfolio, value $1,075,204.

    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 13,471 shares
    Change vs previous 13F -237 shares

    0.3% of the 13F portfolio, value $1,062,176.

    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 13,708 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,037,526.

    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).