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M. Kulyk & Associates, LLC: JCI position timeline

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

M. Kulyk & Associates, LLC held 59,206 JCI 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 59,206 shares
    Change vs previous 13F -6,061 shares

    1.41% of the 13F portfolio, value $8,650,600.

    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 65,267 shares
    Change vs previous 13F +558 shares

    1.6% of the 13F portfolio, value $8,546,745.

    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 64,709 shares
    Change vs previous 13F +823 shares

    1.48% of the 13F portfolio, value $7,748,945.

    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 63,886 shares
    Change vs previous 13F +379 shares

    1.43% of the 13F portfolio, value $7,024,229.

    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 63,507 shares
    Change vs previous 13F -7,415 shares

    1.46% of the 13F portfolio, value $6,707,640.

    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 70,922 shares
    Change vs previous 13F -37,151 shares

    1.3% of the 13F portfolio, value $5,681,556.

    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 108,073 shares
    Change vs previous 13F -14,989 shares

    1.85% of the 13F portfolio, value $8,530,238.

    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 123,062 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $9,550,826.

    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).