Skip to content
Disclosery

Joule Financial, LLC: BND position timeline

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

Joule Financial, LLC held 941,400 BND 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 941,400 shares
    Change vs previous 13F +23,805 shares

    18.74% of the 13F portfolio, value $69,108,184.

    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 917,595 shares
    Change vs previous 13F +18,722 shares

    19.68% of the 13F portfolio, value $67,571,718.

    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 898,873 shares
    Change vs previous 13F +18,705 shares

    19.95% of the 13F portfolio, value $66,579,494.

    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 880,168 shares
    Change vs previous 13F +42,348 shares

    19.61% of the 13F portfolio, value $65,458,099.

    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 837,820 shares
    Change vs previous 13F +18,962 shares

    20.03% of the 13F portfolio, value $61,688,674.

    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 818,858 shares
    Change vs previous 13F +23,801 shares

    21.11% of the 13F portfolio, value $60,145,126.

    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 795,057 shares
    Change vs previous 13F +53,811 shares

    20.21% of the 13F portfolio, value $57,172,539.

    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 741,246 shares
    Change vs previous 13F not available

    20.26% of the 13F portfolio, value $55,674,969.

    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).