Shulman DeMeo Asset Management LLC
All 13F Filings
- Location
- Lake Success, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 505,385
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 144 | 505,385 | 13F-HR | Shulman DeMeo Asset Management LLC |
| Q2 2026 | 7/8/2026 | 146 | 535,004 | 13F-HR | Shulman DeMeo Asset Management LLC |
| Q1 2026 | 4/9/2026 | 140 | 470,903 | 13F-HR | Shulman DeMeo Asset Management LLC |
| Q4 2025 | 1/14/2026 | 119 | 440,952 | 13F-HR | Shulman DeMeo Asset Management LLC |
| Q3 2025 | 10/17/2025 | 120 | 434,975 | 13F-HR | Shulman DeMeo Asset Management LLC |
| Q2 2025 | 7/15/2025 | 118 | 403,886 | 13F-HR | Shulman DeMeo Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.39 K | 18.7% | 0 | 1.281 K | -1.281 K |
| ETFs | 411 K | 81.3% | 0 | 28.34 K | -28.34 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
505,385
Holdings
144
QoQ value change ($000)
-29,619
(-5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.