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Disclosery

CAPTRUST FINANCIAL ADVISORS: PEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PEN, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 920 PEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 920 shares
    Change vs previous 13F -975 shares

    <0.01% of the 13F portfolio, value $290,490.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,895 shares
    Change vs previous 13F -1,565 shares

    <0.01% of the 13F portfolio, value $622,259.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,460 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $1,075,749.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,963 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $497,267.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,986 shares
    Change vs previous 13F +497 shares

    <0.01% of the 13F portfolio, value $509,667.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,489 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $398,173.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,159.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).