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Disclosery

Joule Financial, LLC: AAPL position timeline

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

Joule Financial, LLC held 8,244 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,244 shares
    Change vs previous 13F +176 shares

    0.65% of the 13F portfolio, value $2,385,735.

    13F-HR 0001172661-26-002634 filed by Joule Financial, LLC
    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 8,068 shares
    Change vs previous 13F +2,835 shares

    0.6% of the 13F portfolio, value $2,047,779.

    13F-HR 0001172661-26-001484 filed by Joule Financial, LLC
    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 5,233 shares
    Change vs previous 13F +130 shares

    0.43% of the 13F portfolio, value $1,422,566.

    13F-HR 0001172661-26-000225 filed by Joule Financial, LLC
    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 5,103 shares
    Change vs previous 13F -497 shares

    0.39% of the 13F portfolio, value $1,299,583.

    13F-HR 0001172661-25-004552 filed by Joule Financial, LLC
    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 5,600 shares
    Change vs previous 13F -250 shares

    0.37% of the 13F portfolio, value $1,148,894.

    13F-HR 0001172661-25-002679 filed by Joule Financial, LLC
    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 5,850 shares
    Change vs previous 13F +2,507 shares

    0.46% of the 13F portfolio, value $1,299,375.

    13F-HR 0001172661-25-001487 filed by Joule Financial, LLC
    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 3,343 shares
    Change vs previous 13F +189 shares

    0.3% of the 13F portfolio, value $837,185.

    13F-HR 0001172661-25-000201 filed by Joule Financial, LLC
    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 3,154 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $734,889.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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