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Disclosery

Penney Financial, LLC: CGMU position timeline

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

Penney Financial, LLC held 211,497 CGMU 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 211,497 shares
    Change vs previous 13F +26,382 shares

    2.03% of the 13F portfolio, value $5,809,823.

    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 185,115 shares
    Change vs previous 13F +21,030 shares

    1.93% of the 13F portfolio, value $5,025,872.

    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 164,085 shares
    Change vs previous 13F +105,319 shares

    1.73% of the 13F portfolio, value $4,492,647.

    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 58,766 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,603,724.

    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).