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Disclosery

Nikulski Financial, Inc.: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nikulski Financial, Inc. on IDU, newest first. How the timeline and the estimate are built.

Nikulski Financial, Inc. held 0 IDU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -11,932 shares

    13F-HR 0001729847-26-000005 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 11,932 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $1,385,462.

    13F-HR 0001729847-26-000003 filed by Nikulski Financial, Inc.
    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 11,929 shares
    Change vs previous 13F +566 shares

    0.31% of the 13F portfolio, value $1,292,621.

    13F-HR 0001729847-26-000001 filed by Nikulski Financial, Inc.
    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 11,363 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,260,188.

    13F-HR 0001729847-25-000006 filed by Nikulski Financial, Inc.
    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 11,363 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,188,220.

    13F-HR 0001729847-25-000004 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).