Skip to content
Disclosery

Joule Financial, LLC: SCHE position timeline

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

Joule Financial, LLC held 158,537 SCHE 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 158,537 shares
    Change vs previous 13F +1,342 shares

    1.56% of the 13F portfolio, value $5,748,572.

    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 157,195 shares
    Change vs previous 13F +830 shares

    1.51% of the 13F portfolio, value $5,179,585.

    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 156,365 shares
    Change vs previous 13F -6,535 shares

    1.53% of the 13F portfolio, value $5,120,941.

    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 162,900 shares
    Change vs previous 13F -3,882 shares

    1.63% of the 13F portfolio, value $5,435,985.

    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 166,782 shares
    Change vs previous 13F +2,065 shares

    1.63% of the 13F portfolio, value $5,026,797.

    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 164,717 shares
    Change vs previous 13F +8,549 shares

    1.59% of the 13F portfolio, value $4,541,241.

    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 156,168 shares
    Change vs previous 13F +4,244 shares

    1.47% of the 13F portfolio, value $4,158,748.

    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 151,924 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,433,131.

    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).