Nikulski Financial, Inc.: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nikulski Financial, Inc. on SPY, newest first. How the timeline and the estimate are built.
Nikulski Financial, Inc. held 2,855 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,855 sharesChange vs previous 13F -573 shares
0.46% of the 13F portfolio, value $2,132,028.
13F-HR 0001729847-26-000005 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,428 sharesChange vs previous 13F -1,446 shares
0.55% of the 13F portfolio, value $2,229,366.
13F-HR 0001729847-26-000003 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,874 sharesChange vs previous 13F -2,046 shares
0.79% of the 13F portfolio, value $3,324,356.
13F-HR 0001729847-26-000001 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,920 sharesChange vs previous 13F -112 shares
1.16% of the 13F portfolio, value $4,610,588.
13F-HR 0001729847-25-000006 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,032 sharesChange vs previous 13F -99 shares
1.19% of the 13F portfolio, value $4,344,721.
13F-HR 0001729847-25-000004 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,131 sharesChange vs previous 13F +153 shares
1.21% of the 13F portfolio, value $3,989,010.
13F-HR 0001729847-25-000002 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,978 sharesChange vs previous 13F -1,106 shares
1.2% of the 13F portfolio, value $4,089,666.
13F-HR 0001729847-25-000001 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,084 sharesChange vs previous 13F not available
1.39% of the 13F portfolio, value $4,638,401.
13F-HR 0001729847-24-000005 filed by Nikulski Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).