Joule Financial, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Joule Financial, LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was PGX (-$9,260); the largest decrease was PGX (-$9,260).
Two Form 13F-HR filings compared (SEC CIK 1929070): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TRUST CO OF OKLAHOMA | United States | $0.343B | 184 |
| Eleva Capital SAS | France | $0.343B | 24 |
| PUZO MICHAEL J | United States | $0.343B | 379 |
| WARBURG PINCUS LLC | United States | $0.343B | 3 |
| LONG WALK MANAGEMENT LP | United States | $0.344B | 11 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | United States | $0.343B | 59 |
| Cedar Wealth Management, LLC | United States | $0.344B | 89 |
| Westbourne Investment Advisors, Inc. | United States | $0.343B | 115 |
| Acorn Wealth Advisors, LLC | United States | $0.343B | 264 |
| Thrive Capital Management, LLC | United States | $0.344B | 5 |