Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-004055
Filing Date
2025-07-23
Accepted
2025-07-23 13:25:47
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2090
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 24026
  Complete submission text file 0001085146-25-004055.txt   27374
Mailing Address 800 TOWN AND COUNTRY BLVD SUITE 500 HOUSTON TX 77024
Business Address 800 TOWN AND COUNTRY BLVD SUITE 500 HOUSTON TX 77024 713-300-5165
PENNEY FINANCIAL, LLC (Filer) CIK: 0002049857 (see all company filings)

EIN.: 475246323 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24529 | Film No.: 251142582