Nikulski Financial, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$334M
Signature - Title
Christina Duncan - Compliance Consultant
Location
Bettendorf, IA
Summary
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. Nikulski Financial, Inc. reported 132 stock holdings with total value $334M as of Q3 2024. Top holdings included VIG, AAPL, AMZN, COST, and SPHQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 132 $334M +$15M -$9.21M +$5.79M VIG, AAPL, AMZN, COST, SPHQ 13F-HR 10/28/2024, 09:23 AM
Q2 2024 128 $314M +$11.4M -$6.16M +$5.19M VIG, AAPL, AMZN, GOOGL, COST 13F-HR 7/30/2024, 12:17 PM
Q1 2024 131 $302M +$24.9M -$9.82M +$15.1M VIG, AAPL, AMZN, SPHQ, GSLC 13F-HR 4/18/2024, 11:14 AM
Q4 2023 134 $273M +$8.79M -$4.92M +$3.88M VIG, AAPL, AMZN, IJR, GOOGL 13F-HR 2/1/2024, 12:43 PM
Q3 2023 125 $242M +$12.8M -$5.8M +$7.02M VIG, AAPL, AMZN, IJR, SPHQ 13F-HR 10/17/2023, 05:03 PM
Q2 2023 125 $242M +$7.05M -$6.79M +$262K VIG, AAPL, AMZN, IJR, SPHQ 13F-HR 7/27/2023, 06:34 PM
Q1 2023 125 $226M +$7.51M -$2.98M +$4.53M VIG, AAPL, IJR, AMZN, SPHQ 13F-HR 5/11/2023, 10:35 AM
Q4 2022 123 $210M +$14.1M -$9.36M +$4.77M VIG, AAPL, IJR, SPHQ, GSLC 13F-HR 1/25/2023, 03:43 PM
Q3 2022 122 $193M +$9.44M -$1.29M +$8.15M VIG, AAPL, AMZN, IJR, SPHQ 13F-HR 10/20/2022, 02:21 PM
Q2 2022 121 $202M +$12.9M -$6.51M +$6.42M VIG, AAPL, AMZN, SPHQ, IJR 13F-HR 7/18/2022, 07:33 PM
Q1 2022 128 $236M +$17M -$7.02M +$10M VIG, AAPL, AMZN, SPHQ, IJR 13F-HR 4/7/2022, 06:45 PM
Q4 2021 125 $239M +$9.12M -$5.55M +$3.58M VIG, AAPL, AMZN, IJR, IWF 13F-HR 2/1/2022, 11:22 AM
Q3 2021 119 $216M +$9.87M -$5.24M +$4.62M VIG, AAPL, AMZN, IJR, GOOGL 13F-HR 11/5/2021, 02:00 PM
Q2 2021 124 $215M +$19.1M -$13M +$6.15M VIG, AAPL, AMZN, IJR, GOOGL 13F-HR 8/10/2021, 05:43 PM
Q1 2021 121 $195M +$16.1M -$12.1M +$4M VIG, AAPL, AMZN, IJR, IWF 13F-HR 5/14/2021, 04:42 PM
Q4 2020 111 $182M +$11.6M -$3.42M +$8.13M VIG, AAPL, AMZN, IWF, IJR Restatement 2/8/2021, 08:13 PM
Q3 2020 103 $158M +$16.4M -$4.7M +$11.7M VIG, AAPL, AMZN, IWF, SPHQ 13F-HR 11/9/2020, 08:42 PM
Q2 2020 103 $143M +$11.3M -$6.19M +$5.15M VIG, AMZN, AAPL, IWF, SPY 13F-HR 7/17/2020, 05:28 PM
Q1 2020 96 $115M +$12.2M -$11.2M +$1.03M VIG, AMZN, AAPL, PAPR, SPY 13F-HR 4/29/2020, 03:03 PM
Q4 2019 92 $137M +$8.56M -$1.74M +$6.82M VIG, AAPL, AMZN, SPY, IJR 13F-HR 2/4/2020, 08:10 AM
Q3 2019 90 $120M +$3.25M -$1.2M +$2.05M VIG, AAPL, AMZN, PAPR, SPY 13F-HR 10/22/2019, 01:34 PM
Q2 2019 86 $118M +$16.1M -$5.43M +$10.7M VIG, AMZN, SPY, PAPR, AAPL 13F-HR 7/22/2019, 05:08 PM
Q1 2019 79 $103M +$5.71M -$9.42M -$3.7M VIG, AMZN, AAPL, SPY, IJR 13F-HR 4/12/2019, 04:36 PM
Q4 2018 72 $95.3M +$2.13M -$5.93M -$3.81M VIG, AMZN, AAPL, IWF, SPY 13F-HR 1/25/2019, 06:26 PM
Q3 2018 83 $101M +$13.2M -$13.7M -$553K VIG, AAPL, IJR, IWF, SPY 13F-HR 11/2/2018, 04:09 PM
Q2 2018 77 $108M +$10.5M -$5.98M +$4.48M VIG, AAPL, AMZN, IWF, IJR 13F-HR 8/10/2018, 12:08 PM
Q1 2018 77 $101M +$14.8M -$5.96M +$8.81M VIG, AAPL, IWF, SPY, AMZN 13F-HR 5/10/2018, 09:59 PM
Q4 2017 77 $92.7M $0 $0 VIG, AAPL, SPY, IWF, VO 13F-HR 2/8/2018, 08:10 PM