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Joule Financial, LLC: VWO position timeline

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

Joule Financial, LLC held 144,763 VWO 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 144,763 shares
    Change vs previous 13F -1,083 shares

    2.34% of the 13F portfolio, value $8,640,957.

    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 145,846 shares
    Change vs previous 13F -1,406 shares

    2.3% of the 13F portfolio, value $7,883,020.

    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 147,252 shares
    Change vs previous 13F -3,686 shares

    2.37% of the 13F portfolio, value $7,916,266.

    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 150,938 shares
    Change vs previous 13F +2,793 shares

    2.45% of the 13F portfolio, value $8,177,830.

    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 148,145 shares
    Change vs previous 13F +490 shares

    2.38% of the 13F portfolio, value $7,327,266.

    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 147,655 shares
    Change vs previous 13F +3,426 shares

    2.35% of the 13F portfolio, value $6,682,872.

    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 144,229 shares
    Change vs previous 13F +6,975 shares

    2.25% of the 13F portfolio, value $6,351,851.

    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 137,254 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $6,567,609.

    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).