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Disclosery

Joule Financial, LLC: VFH position timeline

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

Joule Financial, LLC held 29,304 VFH 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 29,304 shares
    Change vs previous 13F -1,114 shares

    1.05% of the 13F portfolio, value $3,856,485.

    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 30,418 shares
    Change vs previous 13F +6,913 shares

    1.07% of the 13F portfolio, value $3,674,824.

    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 23,505 shares
    Change vs previous 13F -1,553 shares

    0.94% of the 13F portfolio, value $3,137,650.

    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 25,058 shares
    Change vs previous 13F -632 shares

    0.99% of the 13F portfolio, value $3,288,625.

    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 25,690 shares
    Change vs previous 13F +664 shares

    1.06% of the 13F portfolio, value $3,270,356.

    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 25,026 shares
    Change vs previous 13F -18 shares

    1.05% of the 13F portfolio, value $2,989,879.

    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 25,044 shares
    Change vs previous 13F +929 shares

    1.05% of the 13F portfolio, value $2,957,000.

    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 24,115 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,663,804.

    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).