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Disclosery

Joule Financial, LLC: TLT position timeline

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

Joule Financial, LLC held 69,761 TLT 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 69,761 shares
    Change vs previous 13F +262 shares

    1.63% of the 13F portfolio, value $6,028,746.

    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 69,499 shares
    Change vs previous 13F -367 shares

    1.75% of the 13F portfolio, value $6,024,868.

    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 69,866 shares
    Change vs previous 13F +4,698 shares

    1.82% of the 13F portfolio, value $6,089,521.

    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 65,168 shares
    Change vs previous 13F +9,785 shares

    1.74% of the 13F portfolio, value $5,824,064.

    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 55,383 shares
    Change vs previous 13F +23,713 shares

    1.59% of the 13F portfolio, value $4,887,550.

    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 31,670 shares
    Change vs previous 13F +610 shares

    1.01% of the 13F portfolio, value $2,882,920.

    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 31,060 shares
    Change vs previous 13F -541 shares

    0.96% of the 13F portfolio, value $2,712,470.

    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 31,601 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,100,058.

    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).