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M. Kulyk & Associates, LLC: SGOV position timeline

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

M. Kulyk & Associates, LLC held 286,525 SGOV 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 286,525 shares
    Change vs previous 13F +14,757 shares

    4.71% of the 13F portfolio, value $28,844,441.

    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 271,768 shares
    Change vs previous 13F -11,634 shares

    5.11% of the 13F portfolio, value $27,356,151.

    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 283,402 shares
    Change vs previous 13F -34,180 shares

    5.44% of the 13F portfolio, value $28,447,896.

    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 317,582 shares
    Change vs previous 13F +86,527 shares

    6.5% of the 13F portfolio, value $31,980,540.

    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 231,055 shares
    Change vs previous 13F -20,715 shares

    5.05% of the 13F portfolio, value $23,264,938.

    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 251,770 shares
    Change vs previous 13F +15,407 shares

    5.8% of the 13F portfolio, value $25,345,697.

    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 236,363 shares
    Change vs previous 13F -20,915 shares

    5.13% of the 13F portfolio, value $23,711,906.

    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 257,278 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $25,913,041.

    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).