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Nikulski Financial, Inc.: SCHG position timeline

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

Nikulski Financial, Inc. held 57,392 SCHG 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 57,392 shares
    Change vs previous 13F -5,185 shares

    0.42% of the 13F portfolio, value $1,942,147.

    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 62,577 shares
    Change vs previous 13F -9,235 shares

    0.45% of the 13F portfolio, value $1,822,866.

    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 71,812 shares
    Change vs previous 13F -28,991 shares

    0.56% of the 13F portfolio, value $2,342,501.

    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 100,803 shares
    Change vs previous 13F +3,563 shares

    0.81% of the 13F portfolio, value $3,216,612.

    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 97,240 shares
    Change vs previous 13F +2,133 shares

    0.78% of the 13F portfolio, value $2,840,366.

    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 95,107 shares
    Change vs previous 13F +5,681 shares

    0.72% of the 13F portfolio, value $2,381,481.

    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 89,426 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,492,295.

    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).