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Disclosery

Nikulski Financial, Inc.: SOFI position timeline

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

Nikulski Financial, Inc. held 35,595 SOFI 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 35,595 shares
    Change vs previous 13F -465 shares

    0.14% of the 13F portfolio, value $638,218.

    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 36,060 shares
    Change vs previous 13F +22,379 shares

    0.14% of the 13F portfolio, value $572,633.

    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 13,681 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $358,169.

    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).