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Disclosery

Joule Financial, LLC: VGT position timeline

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

Joule Financial, LLC held 53,143 VGT 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 53,143 shares
    Change vs previous 13F +46,375 shares

    1.72% of the 13F portfolio, value $6,351,724.

    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 6,768 shares
    Change vs previous 13F -116 shares

    1.38% of the 13F portfolio, value $4,722,743.

    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 6,884 shares
    Change vs previous 13F -294 shares

    1.55% of the 13F portfolio, value $5,189,229.

    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 7,178 shares
    Change vs previous 13F -444 shares

    1.61% of the 13F portfolio, value $5,359,620.

    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 7,622 shares
    Change vs previous 13F +9 shares

    1.64% of the 13F portfolio, value $5,055,487.

    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 7,613 shares
    Change vs previous 13F +3,852 shares

    1.45% of the 13F portfolio, value $4,129,121.

    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 3,761 shares
    Change vs previous 13F +167 shares

    0.83% of the 13F portfolio, value $2,338,646.

    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 3,594 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,111,102.

    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).