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Disclosery

Joule Financial, LLC: TSLA position timeline

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

Joule Financial, LLC held 4,191 TSLA 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 4,191 shares
    Change vs previous 13F -20 shares

    0.48% of the 13F portfolio, value $1,762,735.

    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 4,211 shares
    Change vs previous 13F -90 shares

    0.46% of the 13F portfolio, value $1,565,439.

    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 4,301 shares
    Change vs previous 13F -405 shares

    0.58% of the 13F portfolio, value $1,934,246.

    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 4,706 shares
    Change vs previous 13F -48 shares

    0.63% of the 13F portfolio, value $2,092,927.

    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 4,754 shares
    Change vs previous 13F -2,833 shares

    0.49% of the 13F portfolio, value $1,510,209.

    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 7,587 shares
    Change vs previous 13F -62 shares

    0.69% of the 13F portfolio, value $1,966,290.

    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 7,649 shares
    Change vs previous 13F -78 shares

    1.09% of the 13F portfolio, value $3,088,980.

    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 7,727 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,021,620.

    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).