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Disclosery

Penney Financial, LLC: SGOV position timeline

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

Penney Financial, LLC held 155,055 SGOV 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 155,055 shares
    Change vs previous 13F -17,451 shares

    5.46% of the 13F portfolio, value $15,609,387.

    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 172,506 shares
    Change vs previous 13F -11,191 shares

    6.66% of the 13F portfolio, value $17,364,454.

    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 183,697 shares
    Change vs previous 13F +65,881 shares

    7.12% of the 13F portfolio, value $18,439,505.

    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 117,816 shares
    Change vs previous 13F +37,850 shares

    5.31% of the 13F portfolio, value $11,864,071.

    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 79,966 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $8,051,777.

    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).