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Disclosery

Joule Financial, LLC: VHT position timeline

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

Joule Financial, LLC held 10,567 VHT 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 10,567 shares
    Change vs previous 13F -170 shares

    0.86% of the 13F portfolio, value $3,159,724.

    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 10,737 shares
    Change vs previous 13F +148 shares

    0.85% of the 13F portfolio, value $2,924,209.

    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 10,589 shares
    Change vs previous 13F -267 shares

    0.91% of the 13F portfolio, value $3,048,084.

    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 10,856 shares
    Change vs previous 13F +322 shares

    0.84% of the 13F portfolio, value $2,818,246.

    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 10,534 shares
    Change vs previous 13F +407 shares

    0.85% of the 13F portfolio, value $2,615,998.

    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 10,127 shares
    Change vs previous 13F +943 shares

    0.94% of the 13F portfolio, value $2,680,824.

    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 9,184 shares
    Change vs previous 13F +577 shares

    0.82% of the 13F portfolio, value $2,329,861.

    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 8,607 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,438,883.

    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).