Position in PEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$246,285
-$5,246 QoQ
Shares Held
780
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#324
of 446 holders
Holding Since
Jun 2025
5 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, 2026Daner Wealth Management, LLC holds $246,285 across 1 Medical Devices name. PEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEN |
Penumbra Inc
This page
|
780 | $246,285 |
All Filings in PEN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,285 | 780 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,531 | 766 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $360,033 | 1,158 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $274,345 | 1,083 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $226,347 | 882 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||