Position in PEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$724,712
-$220,143 QoQ
Shares Held
2,207
-27.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,644,398 across 5 Medical Devices names.
All Filings in PEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,712 | 2,207 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $944,855 | 3,039 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,121,194 | 4,426 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $886,913 | 3,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $954,653 | 3,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $779,409 | 3,282 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $636,365 | 3,275 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $563,666 | 3,132 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $297,052 | 1,331 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||