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Disclosery

Joule Financial, LLC: SCHB position timeline

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

Joule Financial, LLC held 174,664 SCHB 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 174,664 shares
    Change vs previous 13F -2,945 shares

    1.37% of the 13F portfolio, value $5,058,298.

    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 177,609 shares
    Change vs previous 13F -63,688 shares

    1.3% of the 13F portfolio, value $4,457,991.

    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 241,297 shares
    Change vs previous 13F +53,540 shares

    1.9% of the 13F portfolio, value $6,329,232.

    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 187,757 shares
    Change vs previous 13F -2,030 shares

    1.45% of the 13F portfolio, value $4,827,257.

    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 189,787 shares
    Change vs previous 13F +146,542 shares

    1.47% of the 13F portfolio, value $4,522,615.

    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 43,245 shares
    Change vs previous 13F +1,220 shares

    0.33% of the 13F portfolio, value $931,067.

    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 42,025 shares
    Change vs previous 13F +27,736 shares

    0.34% of the 13F portfolio, value $953,968.

    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 14,289 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $950,519.

    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).