Skip to content
Disclosery

M. Kulyk & Associates, LLC: SHV position timeline

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

M. Kulyk & Associates, LLC held 182,329 SHV 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 182,329 shares
    Change vs previous 13F +27,201 shares

    3.28% of the 13F portfolio, value $20,120,006.

    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 155,128 shares
    Change vs previous 13F -7,021 shares

    3.2% of the 13F portfolio, value $17,124,552.

    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 162,149 shares
    Change vs previous 13F +951 shares

    3.41% of the 13F portfolio, value $17,860,747.

    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 161,198 shares
    Change vs previous 13F -12,243 shares

    3.62% of the 13F portfolio, value $17,810,763.

    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 173,441 shares
    Change vs previous 13F +11,323 shares

    4.16% of the 13F portfolio, value $19,151,305.

    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 162,118 shares
    Change vs previous 13F -42,539 shares

    4.1% of the 13F portfolio, value $17,907,570.

    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 204,657 shares
    Change vs previous 13F +4,799 shares

    4.88% of the 13F portfolio, value $22,534,804.

    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 199,858 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $22,110,294.

    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).