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Penney Financial, LLC: VCRB position timeline

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

Penney Financial, LLC held 259,865 VCRB 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 259,865 shares
    Change vs previous 13F +167,952 shares

    7.02% of the 13F portfolio, value $20,070,076.

    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 91,913 shares
    Change vs previous 13F +3,492 shares

    2.73% of the 13F portfolio, value $7,112,228.

    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 88,421 shares
    Change vs previous 13F +11,089 shares

    2.66% of the 13F portfolio, value $6,887,554.

    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 77,332 shares
    Change vs previous 13F +3,504 shares

    2.72% of the 13F portfolio, value $6,063,602.

    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 73,828 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $5,727,576.

    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).