Shulman DeMeo Asset Management LLC

Position in C — Citigroup Inc

CIK 1767070 LAKE SUCCESS, NY

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$571,456

+$106,135 QoQ

Shares Held

4,083

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,646

of 2,621 holders

Holding Since

Mar 2021

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $3,173,781 across 4 Banks - Diversified names. C ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,815	$1,248,763
2	BNY	Bank of New York Mellon Corp	7,087	$1,024,851
3	C	Citigroup Inc This page	4,083	$571,456
4	TD	Toronto Dominion Bank	2,707	$328,711

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$571,456	4,083	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$465,321	4,103	+35.1%	Shares	Sole	2026-04-09
2021-03-31	$220,869	3,036	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.