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Disclosery

Penney Financial, LLC: VTI position timeline

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

Penney Financial, LLC held 122,064 VTI 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 122,064 shares
    Change vs previous 13F -6,353 shares

    15.79% of the 13F portfolio, value $45,168,690.

    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 128,417 shares
    Change vs previous 13F +4,345 shares

    15.81% of the 13F portfolio, value $41,197,553.

    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 124,072 shares
    Change vs previous 13F +5,619 shares

    16.05% of the 13F portfolio, value $41,597,719.

    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 118,453 shares
    Change vs previous 13F +3,352 shares

    17.41% of the 13F portfolio, value $38,872,818.

    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 115,101 shares
    Change vs previous 13F -3,587 shares

    17.78% of the 13F portfolio, value $34,982,737.

    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 118,688 shares
    Change vs previous 13F +4,129 shares

    21.42% of the 13F portfolio, value $32,620,291.

    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 114,559 shares
    Change vs previous 13F -241 shares

    22.26% of the 13F portfolio, value $33,200,430.

    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 114,800 shares
    Change vs previous 13F not available

    22.17% of the 13F portfolio, value $32,506,852.

    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).