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Disclosery

Joule Financial, LLC: LQD position timeline

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

Joule Financial, LLC held 272,760 LQD 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 272,760 shares
    Change vs previous 13F +5,556 shares

    8.07% of the 13F portfolio, value $29,749,980.

    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 267,204 shares
    Change vs previous 13F +5,522 shares

    8.48% of the 13F portfolio, value $29,122,640.

    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 261,682 shares
    Change vs previous 13F +6,462 shares

    8.64% of the 13F portfolio, value $28,834,747.

    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 255,220 shares
    Change vs previous 13F +12,436 shares

    8.52% of the 13F portfolio, value $28,449,430.

    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 242,784 shares
    Change vs previous 13F +5,167 shares

    8.64% of the 13F portfolio, value $26,611,591.

    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 237,617 shares
    Change vs previous 13F +8,085 shares

    9.06% of the 13F portfolio, value $25,826,595.

    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 229,532 shares
    Change vs previous 13F +16,374 shares

    8.67% of the 13F portfolio, value $24,523,157.

    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 213,158 shares
    Change vs previous 13F not available

    8.76% of the 13F portfolio, value $24,082,543.

    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).