PENNEY FINANCIAL, LLC SEC EDGAR Filings (CIK 0002049857)

SEC EDGAR filings, ownership reports, and insider transactions for PENNEY FINANCIAL, LLC.

Business address
825 Town & Country Lane, 12 Th Floor, Houston, TX, 77024
Top securities (13F)
GSLC, VTI, VEA, SGOV, IEFA, JPIE, VYM, SCHD, EVTR, VCRB, FLMI, VB, JEPI, CGMU, AGG, DFNM, HELO, VTEB, VXUS, and SCHB
State of incorporation
TX
Fiscal year end
31 December
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PENNEY FINANCIAL, LLC has filed 10 SEC EDGAR filings since 26 Dec 2024

Latest Filings

Recent SEC filings for PENNEY FINANCIAL, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2026 31 Dec 2025 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-24529
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2025 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2025 30 Jun 2025 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2025 31 Dec 2024 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Dec 2024 30 Sep 2024 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Dec 2024 30 Jun 2024 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Dec 2024 31 Mar 2024 028-24529
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Dec 2024 31 Dec 2023 028-24529

About this filer

PENNEY FINANCIAL, LLC files with the SEC under CIK 0002049857. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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