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Disclosery

Penney Financial, LLC: IEFA position timeline

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

Penney Financial, LLC held 132,569 IEFA 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 132,569 shares
    Change vs previous 13F -7,495 shares

    4.48% of the 13F portfolio, value $12,803,544.

    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 140,064 shares
    Change vs previous 13F +8,469 shares

    4.86% of the 13F portfolio, value $12,679,994.

    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 131,595 shares
    Change vs previous 13F +13,159 shares

    4.54% of the 13F portfolio, value $11,772,489.

    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 118,436 shares
    Change vs previous 13F +16,379 shares

    4.63% of the 13F portfolio, value $10,340,647.

    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 102,057 shares
    Change vs previous 13F +5,499 shares

    4.33% of the 13F portfolio, value $8,519,718.

    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 96,558 shares
    Change vs previous 13F +4,415 shares

    4.8% of the 13F portfolio, value $7,304,613.

    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 92,143 shares
    Change vs previous 13F +3,581 shares

    4.34% of the 13F portfolio, value $6,475,810.

    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 88,562 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $6,912,264.

    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).