Current Market Value 365,246,709
Current Holdings 144
Most Recent File Date 2025-08-15
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Nikulski Financial, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-15 2025-06-30 13F-HR 144 365,247
2025-05-01 2025-03-31 13F-HR 137 330,821
2025-01-21 2024-12-31 13F-HR 133 340,153
2024-10-28 2024-09-30 13F-HR 132 334,087
2024-07-30 2024-06-30 13F-HR 128 314,298
2024-04-18 2024-03-31 13F-HR 131 301,534
2024-02-01 2023-12-31 13F-HR 134 273,125
2023-10-17 2023-09-30 13F-HR 125 241,667
2023-07-28 2023-06-30 13F-HR 125 241,857
2023-05-11 2023-03-31 13F-HR 125 226,323
2023-01-25 2022-12-31 13F-HR 123 209,738
2022-10-20 2022-09-30 13F-HR 122 193,249
2022-07-19 2022-06-30 13F-HR 121 201,552
2022-04-08 2022-03-31 13F-HR 128 236,447
2022-02-01 2021-12-31 13F-HR 125 238,587
2021-11-05 2021-09-30 13F-HR 119 216,258
2021-08-11 2021-06-30 13F-HR 124 214,705
2021-05-14 2021-03-31 13F-HR 121 195,032
2021-02-09 2020-12-31 13F-HR/A 1 R 111 182,321
2021-02-04 2020-12-31 13F-HR 103 157,699
2020-11-10 2020-09-30 13F-HR 103 157,699
2020-07-17 2020-06-30 13F-HR 103 142,503
2020-04-29 2020-03-31 13F-HR 96 114,627
2020-02-04 2019-12-31 13F-HR 92 138,229
2019-10-22 2019-09-30 13F-HR 90 120,019
2019-07-22 2019-06-30 13F-HR 86 118,327
2019-04-12 2019-03-31 13F-HR 79 102,682
2019-01-25 2018-12-31 13F-HR 72 95,274
2018-11-02 2018-09-30 13F-HR 83 107,286
2018-08-10 2018-06-30 13F-HR 77 108,499
2018-05-11 2018-03-31 13F-HR 77 100,820
2018-02-09 2017-12-31 13F-HR 77 92,712