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Disclosery

Joule Financial, LLC: BE position timeline

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

Joule Financial, LLC held 12,211 BE 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 12,211 shares
    Change vs previous 13F -531 shares

    1% of the 13F portfolio, value $3,696,270.

    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 12,742 shares
    Change vs previous 13F -6,292 shares

    0.5% of the 13F portfolio, value $1,726,414.

    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 19,034 shares
    Change vs previous 13F -1,492 shares

    0.5% of the 13F portfolio, value $1,653,864.

    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 20,526 shares
    Change vs previous 13F -12,999 shares

    0.52% of the 13F portfolio, value $1,735,884.

    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 33,525 shares
    Change vs previous 13F +2,276 shares

    0.26% of the 13F portfolio, value $801,918.

    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 31,249 shares
    Change vs previous 13F +15,598 shares

    0.22% of the 13F portfolio, value $614,355.

    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 15,651 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $347,609.

    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).