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Penney Financial, LLC: EVTR position timeline

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

Penney Financial, LLC held 8,969 EVTR 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 8,969 shares
    Change vs previous 13F -130,053 shares

    0.16% of the 13F portfolio, value $454,818.

    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 139,022 shares
    Change vs previous 13F +4,549 shares

    2.71% of the 13F portfolio, value $7,055,367.

    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 134,473 shares
    Change vs previous 13F +16,494 shares

    2.67% of the 13F portfolio, value $6,925,360.

    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 117,979 shares
    Change vs previous 13F +4,857 shares

    2.72% of the 13F portfolio, value $6,070,020.

    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 113,122 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,753,951.

    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).