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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

  1. period ended2026-06-30
    13F 2,855 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,428 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,874 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,920 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,032 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,131 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,978 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,084 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).