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Disclosery

Penney Financial, LLC: IWF position timeline

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

Penney Financial, LLC held 0 IWF shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,103 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,103 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $468,312.

    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).

  3. period ended2025-03-31
    13F 1,103 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $398,282.

    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).

  4. period ended2024-12-31
    13F 1,103 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $442,943.

    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).

  5. period ended2024-09-30
    13F 1,103 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $414,044.

    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).