Position in BLK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$426,932
+$9,550 QoQ
Shares Held
444
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,563
of 2,275 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. BLK ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in BLK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,932 | 444 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $417,382 | 434 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||