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Disclosery

Joule Financial, LLC: IEF position timeline

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

Joule Financial, LLC held 326,912 IEF 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 326,912 shares
    Change vs previous 13F -1,384 shares

    8.38% of the 13F portfolio, value $30,916,090.

    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 328,296 shares
    Change vs previous 13F +44,085 shares

    9.13% of the 13F portfolio, value $31,332,635.

    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 284,211 shares
    Change vs previous 13F +5,167 shares

    8.19% of the 13F portfolio, value $27,329,705.

    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 279,044 shares
    Change vs previous 13F +109,637 shares

    8.06% of the 13F portfolio, value $26,916,674.

    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 169,407 shares
    Change vs previous 13F +1,097 shares

    5.27% of the 13F portfolio, value $16,224,150.

    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 168,310 shares
    Change vs previous 13F +4,332 shares

    5.63% of the 13F portfolio, value $16,051,729.

    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 163,978 shares
    Change vs previous 13F +4,503 shares

    5.36% of the 13F portfolio, value $15,159,753.

    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 159,475 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $15,647,717.

    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).