Joule Financial, LLC SEC EDGAR Filings (CIK 0001929070)

SEC EDGAR filings, ownership reports, and insider transactions for Joule Financial, LLC.

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

Latest Filings

Recent SEC filings for Joule Financial, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2026 31 Dec 2025 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2025 30 Sep 2025 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2025 30 Jun 2025 028-22569
N-PX Open N-PX document View SEC filing for N-PX 10 Jul 2025 30 Jun 2025 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2025 31 Mar 2025 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Sep 2024 028-22569
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 17 Oct 2024 30 Jun 2024 028-22569
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 17 Oct 2024 31 Mar 2024 028-22569
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2024 30 Jun 2024 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2024 31 Mar 2024 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2024 31 Dec 2023 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2023 31 Mar 2023 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2023 31 Dec 2022 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-22569
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2022 30 Jun 2022 028-22569

About this filer

Joule Financial, LLC files with the SEC under CIK 0001929070. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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