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Nikulski Financial, Inc.: IYW position timeline

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

Nikulski Financial, Inc. held 3,360 IYW 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 3,360 shares
    Change vs previous 13F -3,375 shares

    0.18% of the 13F portfolio, value $847,382.

    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 6,735 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $1,221,779.

    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 6,734 shares
    Change vs previous 13F -1,464 shares

    0.32% of the 13F portfolio, value $1,344,724.

    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 8,198 shares
    Change vs previous 13F -367 shares

    0.4% of the 13F portfolio, value $1,605,652.

    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 8,565 shares
    Change vs previous 13F -2,574 shares

    0.41% of the 13F portfolio, value $1,483,980.

    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 11,139 shares
    Change vs previous 13F +45 shares

    0.47% of the 13F portfolio, value $1,564,429.

    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 11,094 shares
    Change vs previous 13F +1,299 shares

    0.52% of the 13F portfolio, value $1,769,780.

    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 9,795 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,485,118.

    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).