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Disclosery

Penney Financial, LLC: AAPL position timeline

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

Penney Financial, LLC held 8,892 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,892 shares
    Change vs previous 13F +3 shares

    0.9% of the 13F portfolio, value $2,572,916.

    13F-HR 0002049857-26-000004 filed by Penney 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 8,889 shares
    Change vs previous 13F +2 shares

    0.87% of the 13F portfolio, value $2,255,901.

    13F-HR 0002049857-26-000003 filed by Penney 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 8,887 shares
    Change vs previous 13F +436 shares

    0.93% of the 13F portfolio, value $2,415,974.

    13F-HR 0002049857-26-000001 filed by Penney 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 8,451 shares
    Change vs previous 13F +493 shares

    0.96% of the 13F portfolio, value $2,151,837.

    13F-HR 0002049857-25-000005 filed by Penney 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 7,958 shares
    Change vs previous 13F +102 shares

    0.83% of the 13F portfolio, value $1,632,843.

    13F-HR 0001085146-25-004055 filed by Penney 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 7,856 shares
    Change vs previous 13F +2 shares

    1.15% of the 13F portfolio, value $1,745,034.

    13F-HR 0001085146-25-002537 filed by Penney 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 7,854 shares
    Change vs previous 13F +2 shares

    1.32% of the 13F portfolio, value $1,966,755.

    13F-HR 0001085146-25-000437 filed by Penney 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 7,852 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,829,430.

    13F-HR 0001085146-24-006105 filed by Penney Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).