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Disclosery

Joule Financial, LLC: RSP position timeline

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

Joule Financial, LLC held 218,109 RSP 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 218,109 shares
    Change vs previous 13F -1,038 shares

    12.58% of the 13F portfolio, value $46,407,183.

    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 219,147 shares
    Change vs previous 13F -1,343 shares

    12.25% of the 13F portfolio, value $42,058,707.

    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 220,490 shares
    Change vs previous 13F -2,884 shares

    12.65% of the 13F portfolio, value $42,237,157.

    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 223,374 shares
    Change vs previous 13F +3,074 shares

    12.69% of the 13F portfolio, value $42,374,198.

    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 220,300 shares
    Change vs previous 13F +3,093 shares

    13% of the 13F portfolio, value $40,037,336.

    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 217,207 shares
    Change vs previous 13F +2,207 shares

    13.21% of the 13F portfolio, value $37,626,753.

    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 215,000 shares
    Change vs previous 13F +8,215 shares

    13.32% of the 13F portfolio, value $37,674,445.

    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 206,785 shares
    Change vs previous 13F not available

    13.48% of the 13F portfolio, value $37,047,531.

    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).