Current Market Value 460,330,884
Current Holdings 108
Most Recent File Date 2025-08-07
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by M. Kulyk & Associates, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 108 460,331
2025-05-06 2025-03-31 13F-HR 101 437,171
2025-02-07 2024-12-31 13F-HR 105 462,050
2024-11-07 2024-09-30 13F-HR 114 497,278
2024-08-05 2024-06-30 13F-HR 110 430,484
2024-05-09 2024-03-31 13F-HR 106 431,299
2024-02-13 2023-12-31 13F-HR/A 1 R 108 429,320
2024-02-08 2023-12-31 13F-HR 108 429,320
2023-11-07 2023-09-30 13F-HR 95 360,057
2023-08-08 2023-06-30 13F-HR 108 358,131
2023-05-08 2023-03-31 13F-HR 105 329,953
2023-02-08 2022-12-31 13F-HR 101 299,437
2022-11-07 2022-09-30 13F-HR 100 287,626
2022-08-05 2022-06-30 13F-HR 93 321,318
2022-05-11 2022-03-31 13F-HR 103 366,214
2022-01-20 2021-12-31 13F-HR 101 386,491
2021-10-21 2021-09-30 13F-HR 73 312,549
2021-07-21 2021-06-30 13F-HR 63 276,704
2021-04-29 2021-03-31 13F-HR 72 267,904
2021-02-02 2020-12-31 13F-HR 51 180,256