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Penney Financial, LLC: SUB position timeline

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

Penney Financial, LLC held 12,607 SUB 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 12,607 shares
    Change vs previous 13F -11,839 shares

    0.47% of the 13F portfolio, value $1,342,267.

    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 24,446 shares
    Change vs previous 13F -160 shares

    1% of the 13F portfolio, value $2,603,499.

    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 24,606 shares
    Change vs previous 13F +1,025 shares

    1.01% of the 13F portfolio, value $2,625,460.

    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 23,581 shares
    Change vs previous 13F +376 shares

    1.13% of the 13F portfolio, value $2,517,979.

    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 23,205 shares
    Change vs previous 13F +132 shares

    1.25% of the 13F portfolio, value $2,467,620.

    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 23,073 shares
    Change vs previous 13F +845 shares

    1.6% of the 13F portfolio, value $2,436,509.

    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 22,228 shares
    Change vs previous 13F +738 shares

    1.57% of the 13F portfolio, value $2,344,609.

    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 21,490 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,282,023.

    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).