Joule Financial, LLC
Q3 2025 13F Holdings
Location
Lexington, KY
Holdings as of
9/30/2025
Value ($000)
$333,835
Num holdings
115
Date filed
11/3/2025
Form type
13F-HR
Prev filing
7/22/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
2025 Q2
2025 Q1
2024 Q4
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2024 Q2 - NEW HOLDINGS
2024 Q2
2024 Q1 - NEW HOLDINGS
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type