Manager × security

Nikulski Financial, Inc. GOOGL holdings history

Who else holds this security? →

ALPHABET INC-CL A · CUSIP 02079K305 · CIK 1729847

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Nikulski Financial, Inc. reported 41.80K GOOGL (shares), valued at $14.94M, or 3.22% of its reported non-derivative portfolio. Filed 2026-07-28.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
3.22%
Shares
41.80K
41,796
Reported value
$14.94M
USD

Shares decreased 3.62%; reported value increased 19.77%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20263.22%41,796SEC filing ↗Filed Jul 28, 2026
Q1 20263.08%43,368SEC filing ↗Filed May 15, 2026
Q4 20254.32%57,788SEC filing ↗Filed Jan 15, 2026
Q3 20253.74%61,166SEC filing ↗Filed Nov 5, 2025
Q2 20252.98%61,861SEC filing ↗Filed Aug 15, 2025
Q1 20252.74%58,537SEC filing ↗Filed May 1, 2025
Q4 20243.22%57,855SEC filing ↗Filed Jan 21, 2025
Q3 20242.87%57,758SEC filing ↗Filed Oct 28, 2024
Q2 20243.31%57,084SEC filing ↗Filed Jul 30, 2024
Q1 20242.88%57,459SEC filing ↗Filed Apr 18, 2024
Q4 20232.97%57,985SEC filing ↗Filed Feb 1, 2024
Q3 20233.07%56,641SEC filing ↗Filed Oct 17, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20233.07%56,641$7.41MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 17, 2023
Q4 20232.97%57,985$8.10MShares increased 2.37%; reported value increased 9.28%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 1, 2024
Q1 20242.88%57,459$8.67MShares decreased 0.91%; reported value increased 7.07%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 18, 2024
Q2 20243.31%57,084$10.40MShares decreased 0.65%; reported value increased 19.90%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2024
Q3 20242.87%57,758$9.58MShares increased 1.18%; reported value decreased 7.87%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 28, 2024
Q4 20243.22%57,855$10.95MShares increased 0.17%; reported value increased 14.33%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 21, 2025
Q1 20252.74%58,537$9.05MShares increased 1.18%; reported value decreased 17.35%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 1, 2025
Q2 20252.98%61,861$10.90MShares increased 5.68%; reported value increased 20.43%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 15, 2025
Q3 20253.74%61,166$14.87MShares decreased 1.12%; reported value increased 36.39%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 5, 2025
Q4 20254.32%57,788$18.09MShares decreased 5.52%; reported value increased 21.64%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 15, 2026
Q1 20263.08%43,368$12.47MShares decreased 24.95%; reported value decreased 31.05%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20263.22%41,796$14.94MShares decreased 3.62%; reported value increased 19.77%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 28, 2026
Nikulski Financial, Inc. · ALPHABET INC-CL A

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1729847","quarter":"2026Q2","cusip":"02079K305"}

get_institutional_manager_history
{"cik":"1729847","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.