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M. Kulyk & Associates, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M. Kulyk & Associates, LLC on AXP, newest first. How the timeline and the estimate are built.

M. Kulyk & Associates, LLC held 39,902 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,902 shares
    Change vs previous 13F +228 shares

    2.2% of the 13F portfolio, value $13,496,771.

    13F-HR 0001842370-26-000003 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,674 shares
    Change vs previous 13F +527 shares

    2.24% of the 13F portfolio, value $12,000,711.

    13F-HR 0001842370-26-000002 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,147 shares
    Change vs previous 13F +116 shares

    2.77% of the 13F portfolio, value $14,482,579.

    13F-HR 0001842370-26-000001 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,031 shares
    Change vs previous 13F -3 shares

    2.63% of the 13F portfolio, value $12,964,475.

    13F-HR 0001842370-25-000002 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,034 shares
    Change vs previous 13F -235 shares

    2.7% of the 13F portfolio, value $12,451,099.

    13F-HR 0001765380-25-000310 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,269 shares
    Change vs previous 13F -2,196 shares

    2.42% of the 13F portfolio, value $10,565,423.

    13F-HR 0001765380-25-000166 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,465 shares
    Change vs previous 13F -3,661 shares

    2.66% of the 13F portfolio, value $12,306,475.

    13F-HR 0001765380-25-000061 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,126 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $12,238,221.

    13F-HR 0001765380-24-000404 filed by M. Kulyk & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).