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Penney Financial, LLC: VTEB position timeline

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

Penney Financial, LLC held 47,994 VTEB 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 47,994 shares
    Change vs previous 13F -30,072 shares

    0.85% of the 13F portfolio, value $2,427,537.

    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 78,066 shares
    Change vs previous 13F +4,934 shares

    1.49% of the 13F portfolio, value $3,894,713.

    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 73,132 shares
    Change vs previous 13F +15,295 shares

    1.42% of the 13F portfolio, value $3,677,808.

    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 57,837 shares
    Change vs previous 13F +3,305 shares

    1.3% of the 13F portfolio, value $2,895,899.

    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 54,532 shares
    Change vs previous 13F +25,408 shares

    1.36% of the 13F portfolio, value $2,673,704.

    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 29,124 shares
    Change vs previous 13F +1,126 shares

    0.95% of the 13F portfolio, value $1,445,133.

    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 27,998 shares
    Change vs previous 13F +1,468 shares

    0.94% of the 13F portfolio, value $1,403,540.

    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 26,530 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,356,214.

    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).