PEN β€” PENUMBRA INC COM

Ownership history in Rise Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported PENUMBRA INC COM (PEN) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows PEN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in PENUMBRA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PEN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held PEN β€” position size vs. price
% of Fund (quarterly)    PEN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 79 β€” 0% 0.01% $20K 2025-10-08 $258.95
2025 Q2 UNCHANGED 79 β€” 0% 0.01% $20K 2025-07-08 $247.80
2025 Q1 INITIATED 79 β€” β€” 0.01% $21K 2025-05-15 $275.32

FAQ About Rise Advisors, LLC and PEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning PEN?

Rise Advisors, LLC reported PEN across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PEN position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for PEN was 0.01% in 2025 Q1.

What is the latest reported PEN position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 79 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this PEN ownership page compare?

The chart compares Rise Advisors, LLC's quarterly PEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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