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Disclosery

Joule Financial, LLC: SCHV position timeline

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

Joule Financial, LLC held 19,932 SCHV 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 19,932 shares
    Change vs previous 13F -88 shares

    0.19% of the 13F portfolio, value $693,833.

    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 20,020 shares
    Change vs previous 13F -9,185 shares

    0.18% of the 13F portfolio, value $610,610.

    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 29,205 shares
    Change vs previous 13F -9,447 shares

    0.26% of the 13F portfolio, value $864,760.

    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 38,652 shares
    Change vs previous 13F -1,418 shares

    0.34% of the 13F portfolio, value $1,125,160.

    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 40,070 shares
    Change vs previous 13F +664 shares

    0.36% of the 13F portfolio, value $1,108,741.

    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 39,406 shares
    Change vs previous 13F +2,410 shares

    0.37% of the 13F portfolio, value $1,047,419.

    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 36,996 shares
    Change vs previous 13F +26,877 shares

    0.34% of the 13F portfolio, value $964,488.

    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 10,119 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $813,283.

    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).