Joule Financial, LLC

Business address
998 Governors Lane Suite 325, Lexington, KY, 40513
Top securities (13F)
BND, RSP, LQD, IEF, SCHA, SCHD, VEA, VWO, TLT, SCHE, VGT, SCHB, PAYS, VOX, VDC, GOOGL, VIS, VFH, VHT, and VCR
State of incorporation
KY
Fiscal year end
31 December
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Joule Financial, LLC has filed 18 SEC EDGAR filings since 19 Jul 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-22569
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-22569
N-PX Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-22569
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-22569
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-22569
13F-HR Open Document Open Filing 17 Oct 2024 30 Sep 2024 028-22569
13F-HR/A Open Document Open Filing 17 Oct 2024 30 Jun 2024 028-22569
13F-HR/A Open Document Open Filing 17 Oct 2024 31 Mar 2024 028-22569
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-22569
13F-HR Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-22569
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-22569
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-22569
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-22569
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-22569
13F-HR Open Document Open Filing 13 Apr 2023 31 Mar 2023 028-22569
13F-HR Open Document Open Filing 13 Jan 2023 31 Dec 2022 028-22569
13F-HR Open Document Open Filing 19 Oct 2022 30 Sep 2022 028-22569
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-22569