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Shulman DeMeo Asset Management LLC → USA

Shulman DeMeo Asset Management LLC USA Position History

Liberty All-Star Equity Fund

Quarters held
5
Latest value
$78K
Q3 2026
Peak value
$85K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$85K
Q4 2025$84K
Q1 2026$74K
Q2 2026$78K
Q3 2026$78K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$78K13.3K——
Q2 2026$78K13.3K——
Q1 2026$74K13.3K——
Q4 2025$84K13.3K——
Q3 2025$85K13.3K——

Other funds holding USA

Other Shulman DeMeo Asset Management LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$283.1M
SPY

STATE STR SPDR S&P 500 ETF T

$278M
SPY

SPDR S&P 500 ETF TR

$258.2M
SPY

SPDR S&P 500 ETF TR

$254M
SPY

STATE STR SPDR S&P 500 ETF T

$243.7M
DIA

STATE STR SPDR DOW JONES IND

$31.2M
QQQ

INVESCO QQQ TR

$31.2M
DIA

STATE STR SPDR DOW JONES IND

$30.2M