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Disclosery

Joule Financial, LLC: XLE position timeline

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

Joule Financial, LLC held 35,964 XLE 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 35,964 shares
    Change vs previous 13F -2,191 shares

    0.52% of the 13F portfolio, value $1,910,062.

    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 38,155 shares
    Change vs previous 13F -17,792 shares

    0.68% of the 13F portfolio, value $2,337,392.

    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 55,947 shares
    Change vs previous 13F +25,995 shares

    0.75% of the 13F portfolio, value $2,501,410.

    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 29,952 shares
    Change vs previous 13F +11,246 shares

    0.8% of the 13F portfolio, value $2,675,926.

    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 18,706 shares
    Change vs previous 13F -11,164 shares

    0.52% of the 13F portfolio, value $1,586,420.

    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 29,870 shares
    Change vs previous 13F +2,825 shares

    0.98% of the 13F portfolio, value $2,791,348.

    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 27,045 shares
    Change vs previous 13F +9,468 shares

    0.82% of the 13F portfolio, value $2,316,687.

    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 17,577 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,543,261.

    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).