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Disclosery

Joule Financial, LLC: IBM position timeline

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

Joule Financial, LLC held 2,524 IBM 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 2,524 shares
    Change vs previous 13F -43 shares

    0.19% of the 13F portfolio, value $710,033.

    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 2,567 shares
    Change vs previous 13F -2,348 shares

    0.18% of the 13F portfolio, value $622,438.

    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 4,915 shares
    Change vs previous 13F -132 shares

    0.44% of the 13F portfolio, value $1,455,849.

    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 5,047 shares
    Change vs previous 13F -2,222 shares

    0.43% of the 13F portfolio, value $1,424,321.

    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 7,269 shares
    Change vs previous 13F -245 shares

    0.7% of the 13F portfolio, value $2,142,616.

    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 7,514 shares
    Change vs previous 13F -55 shares

    0.66% of the 13F portfolio, value $1,868,313.

    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 7,569 shares
    Change vs previous 13F +2,160 shares

    0.59% of the 13F portfolio, value $1,663,789.

    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 5,409 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,195,717.

    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).