Filer Snapshot

PENNINGTON PARTNERS & CO., LLC

CIK 0001779355. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

6

Latest Filing

14 May 2026

Industry

n/a

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Best next click

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001779355.

View Source Filing
Business address
7500 Old Georgetown Rd, Suite 705, Bethesda, MD, 20814
Top securities (13F)
VTI, BOXX, IWV, VTHR, JAAA, ITOT, AAPL, GOOG, ACWI, VOO, MSFT, IBIT, AMZN, ESGV, SPY, IVV, NVDA, LINE, MAR, and GOOGL
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about PENNINGTON PARTNERS & CO., LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $291.98M across 114 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VTI at $59.2M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 114 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

VTI

20.3%

Vanguard Index Fds

$59.2M

BOXX

17.1%

Ea Series Trust

$49.85M

IWV

14.2%

Ishares Tr

$41.56M

VTHR

6.3%

Vanguard Scottsdale Fds

$18.34M

JAAA

2.9%

Janus Detroit Str Tr

$8.42M

Latest update

What changed recently for PENNINGTON PARTNERS & CO., LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Benchmark Context

Benchmark context for this company

PENNINGTON PARTNERS & CO., LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Filer Overview

PENNINGTON PARTNERS & CO., LLC has filed 6 SEC EDGAR filings since 14 Feb 2025. Common forms include 13F-HR.

Latest Filings

Recent SEC filings for PENNINGTON PARTNERS & CO., LLC with direct links to document and filing folders.

13F-HR File 028-25328

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-25328

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-25328

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25328

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25328

13F-HR filing

Filing date
14 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25328

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

PENNINGTON PARTNERS & CO., LLC files with the SEC under CIK 0001779355. 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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