Position in PEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,315
-$252 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 446 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CVA Family Office, LLC holds $2,138,861 across 23 Medical Devices names. PEN ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
10,083 | $788,793 | |
| 2 | ABT |
Abbott Laboratories
|
5,795 | $525,838 | |
| 3 | SYK |
Stryker Corp
|
1,390 | $437,627 | |
| 4 | EW |
Edwards Lifesciences Corp
|
1,295 | $117,145 | |
| 5 | BSX |
Boston Scientific Corp
|
1,679 | $71,659 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
834 | $53,384 | |
| 7 | DXCM |
Dexcom Inc
|
680 | $45,798 | |
| 8 | PODD |
Insulet Corp
|
156 | $23,751 |
All Filings in PEN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,315 | 20 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,567 | 20 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,218 | 20 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,559 | 18 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,619 | 18 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,348 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,274 | 18 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,497 | 18 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,699 | 15 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,347 | 15 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,773 | 15 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $5,160 | 15 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,180 | 15 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,336 | 15 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $2,844 | 15 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $3,113 | 25 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||