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Disclosery

Penney Financial, LLC: SCHB position timeline

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

Penney Financial, LLC held 102,649 SCHB 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 102,649 shares
    Change vs previous 13F -9,599 shares

    1.04% of the 13F portfolio, value $2,972,707.

    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 112,248 shares
    Change vs previous 13F +1,500 shares

    1.08% of the 13F portfolio, value $2,817,417.

    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 110,748 shares
    Change vs previous 13F +500 shares

    1.12% of the 13F portfolio, value $2,904,912.

    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 110,248 shares
    Change vs previous 13F +6,000 shares

    1.27% of the 13F portfolio, value $2,834,469.

    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 104,248 shares
    Change vs previous 13F +75,093 shares

    1.26% of the 13F portfolio, value $2,484,223.

    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 29,155 shares
    Change vs previous 13F -3,100 shares

    0.41% of the 13F portfolio, value $627,701.

    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 32,255 shares
    Change vs previous 13F +25,003 shares

    0.49% of the 13F portfolio, value $732,182.

    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 7,252 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $482,384.

    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).