Skip to content
Disclosery

Penney Financial, LLC: VYM position timeline

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

Penney Financial, LLC held 60,279 VYM 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 60,279 shares
    Change vs previous 13F -381 shares

    3.33% of the 13F portfolio, value $9,525,929.

    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 60,660 shares
    Change vs previous 13F -148 shares

    3.45% of the 13F portfolio, value $8,983,685.

    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 60,808 shares
    Change vs previous 13F +3,875 shares

    3.37% of the 13F portfolio, value $8,727,184.

    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 56,933 shares
    Change vs previous 13F +142 shares

    3.59% of the 13F portfolio, value $8,024,732.

    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 56,791 shares
    Change vs previous 13F -26,331 shares

    3.85% of the 13F portfolio, value $7,570,769.

    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 83,122 shares
    Change vs previous 13F +4,192 shares

    7.04% of the 13F portfolio, value $10,719,391.

    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 78,930 shares
    Change vs previous 13F +1,443 shares

    6.75% of the 13F portfolio, value $10,070,714.

    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 77,487 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $9,933,887.

    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).