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Nikulski Financial, Inc.: IJR position timeline

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

Nikulski Financial, Inc. held 53,920 IJR 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 53,920 shares
    Change vs previous 13F -4,961 shares

    1.73% of the 13F portfolio, value $7,996,859.

    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).

  2. period ended2026-03-31
    13F 58,881 shares
    Change vs previous 13F -3,361 shares

    1.81% of the 13F portfolio, value $7,319,468.

    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 62,242 shares
    Change vs previous 13F -6,365 shares

    1.79% of the 13F portfolio, value $7,480,191.

    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 68,607 shares
    Change vs previous 13F -1,982 shares

    2.05% of the 13F portfolio, value $8,152,624.

    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 70,589 shares
    Change vs previous 13F -5,028 shares

    2.11% of the 13F portfolio, value $7,714,697.

    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).

  6. period ended2025-03-31
    13F 75,617 shares
    Change vs previous 13F -2,481 shares

    2.39% of the 13F portfolio, value $7,907,252.

    13F-HR 0001729847-25-000002 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).

  7. period ended2024-12-31
    13F 78,098 shares
    Change vs previous 13F -2,397 shares

    2.65% of the 13F portfolio, value $8,998,505.

    13F-HR 0001729847-25-000001 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).

  8. period ended2024-09-30
    13F 80,495 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $9,414,657.

    13F-HR 0001729847-24-000005 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).