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Nikulski Financial, Inc.: IYZ position timeline

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

Nikulski Financial, Inc. held 18,833 IYZ 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 18,833 shares
    Change vs previous 13F -23,082 shares

    0.17% of the 13F portfolio, value $796,837.

    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 41,915 shares
    Change vs previous 13F +8 shares

    0.41% of the 13F portfolio, value $1,648,109.

    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 41,907 shares
    Change vs previous 13F -1,289 shares

    0.34% of the 13F portfolio, value $1,420,640.

    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 43,196 shares
    Change vs previous 13F -93 shares

    0.35% of the 13F portfolio, value $1,393,503.

    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 43,289 shares
    Change vs previous 13F +15,958 shares

    0.35% of the 13F portfolio, value $1,289,132.

    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 27,331 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $748,608.

    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).