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Disclosery

Joule Financial, LLC: CCJ position timeline

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

Joule Financial, LLC held 10,056 CCJ 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 10,056 shares
    Change vs previous 13F -259 shares

    0.28% of the 13F portfolio, value $1,024,304.

    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 10,315 shares
    Change vs previous 13F -55 shares

    0.33% of the 13F portfolio, value $1,120,312.

    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 10,370 shares
    Change vs previous 13F -851 shares

    0.28% of the 13F portfolio, value $948,751.

    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 11,221 shares
    Change vs previous 13F -11,844 shares

    0.28% of the 13F portfolio, value $940,993.

    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 23,065 shares
    Change vs previous 13F -436 shares

    0.56% of the 13F portfolio, value $1,712,115.

    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 23,501 shares
    Change vs previous 13F -674 shares

    0.34% of the 13F portfolio, value $967,301.

    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 24,175 shares
    Change vs previous 13F +3,678 shares

    0.44% of the 13F portfolio, value $1,242,353.

    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 20,497 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $978,937.

    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).