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Disclosery

Nikulski Financial, Inc.: WM position timeline

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

Nikulski Financial, Inc. held 17,703 WM 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 17,703 shares
    Change vs previous 13F +246 shares

    0.85% of the 13F portfolio, value $3,945,564.

    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 17,457 shares
    Change vs previous 13F +119 shares

    0.99% of the 13F portfolio, value $4,011,386.

    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 17,338 shares
    Change vs previous 13F +3,663 shares

    0.91% of the 13F portfolio, value $3,809,261.

    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 13,675 shares
    Change vs previous 13F +567 shares

    0.76% of the 13F portfolio, value $3,019,916.

    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 13,108 shares
    Change vs previous 13F +400 shares

    0.82% of the 13F portfolio, value $2,999,398.

    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 12,708 shares
    Change vs previous 13F +224 shares

    0.89% of the 13F portfolio, value $2,941,940.

    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 12,484 shares
    Change vs previous 13F +477 shares

    0.74% of the 13F portfolio, value $2,519,205.

    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 12,007 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,492,706.

    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).