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CIK 0002049857 • 7 13F filings • May 2, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("penney-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002049857-25-000005 |
| $223.3M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002049857-26-000004 | $286.1M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004055 | $196.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002049857-26-000003 | $260.6M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002537 | $152.3M | View |