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Disclosery

IEQ CAPITAL, LLC: PEN position timeline

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

IEQ CAPITAL, LLC held 2,011 PEN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,011 shares
    Change vs previous 13F -4,607 shares

    <0.01% of the 13F portfolio, value $634,973.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 6,618 shares
    Change vs previous 13F +4,594 shares

    0.01% of the 13F portfolio, value $2,173,152.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 2,024 shares
    Change vs previous 13F -11,134 shares

    <0.01% of the 13F portfolio, value $629,282.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 13,158 shares
    Change vs previous 13F -3,162 shares

    0.01% of the 13F portfolio, value $3,333,183.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 16,320 shares
    Change vs previous 13F +7,354 shares

    0.03% of the 13F portfolio, value $4,188,201.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 8,966 shares
    Change vs previous 13F +1,324 shares

    0.02% of the 13F portfolio, value $2,397,598.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 7,642 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,814,822.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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