PENNEY FINANCIAL, LLC has filed its quarterly 13F-HR report with the SEC, detailing its institutional investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and positions within the financial markets.
PENNEY FINANCIAL, LLC is categorized under the SIC description for financial services. The company is based in Houston, Texas, and has been active in filing various reports with the SEC, including its recent submissions on October 20, 2026, and prior filings throughout the year.
The filing states that it was accepted on October 20, 2026, and includes important details regarding the period of report, which ended on September 30, 2026. The document highlights that there were two documents associated with this filing, including the primary report and an information table.
This update may affect various stakeholders, including investors and analysts who track institutional holdings and trends in the financial services industry. The filing reflects the ongoing strategies of institutional managers, which are crucial for understanding market movements.
The filing does not say what happens next.
Company Information
PENNEY FINANCIAL, LLC is incorporated in Texas and operates under the Central Index Key (CIK) number 0002049857. The company has an Employer Identification Number (EIN) of 475246323, and its fiscal year ends on December 31.
The business address for PENNEY FINANCIAL, LLC is 825 Town & Country Lane, 12th Floor, Houston, TX 77024, with a contact number of 713-300-5165.
Filing Details
This 13F-HR filing is classified under Form Type 13F-HR, which is used by institutional investment managers to report their holdings. The filing was accepted by the SEC on the same day it was submitted, October 20, 2026, at 14:56:36.
The filing includes two documents: the primary report and the information table, which detail the company's investment holdings as of the reporting period.
While the filing provides a comprehensive overview of PENNEY FINANCIAL, LLC's holdings, it does not include specific details about the individual securities held or any strategic changes made during the reporting period.