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Disclosery

Joule Financial, LLC: VPU position timeline

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

Joule Financial, LLC held 7,180 VPU 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 7,180 shares
    Change vs previous 13F -65 shares

    0.38% of the 13F portfolio, value $1,405,402.

    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 7,245 shares
    Change vs previous 13F +2 shares

    0.42% of the 13F portfolio, value $1,435,715.

    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 7,243 shares
    Change vs previous 13F +87 shares

    0.4% of the 13F portfolio, value $1,340,211.

    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 7,156 shares
    Change vs previous 13F -80 shares

    0.41% of the 13F portfolio, value $1,355,476.

    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 7,236 shares
    Change vs previous 13F -6,805 shares

    0.41% of the 13F portfolio, value $1,277,300.

    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 14,041 shares
    Change vs previous 13F +1,291 shares

    0.84% of the 13F portfolio, value $2,398,265.

    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 12,750 shares
    Change vs previous 13F +899 shares

    0.74% of the 13F portfolio, value $2,083,528.

    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 11,851 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,078,142.

    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).