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M. Kulyk & Associates, LLC: IWF position timeline

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

M. Kulyk & Associates, LLC held 11,948 IWF 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 11,948 shares
    Change vs previous 13F +8,838 shares

    0.24% of the 13F portfolio, value $1,483,554.

    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 3,110 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,325,965.

    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 3,110 shares
    Change vs previous 13F -5 shares

    0.28% of the 13F portfolio, value $1,471,800.

    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 3,115 shares
    Change vs previous 13F -29 shares

    0.3% of the 13F portfolio, value $1,458,927.

    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 3,144 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,334,717.

    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 3,144 shares
    Change vs previous 13F -405 shares

    0.26% of the 13F portfolio, value $1,135,121.

    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 3,549 shares
    Change vs previous 13F -41 shares

    0.31% of the 13F portfolio, value $1,425,037.

    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 3,590 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,347,442.

    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).