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1858 WEALTH MANAGEMENT, LLC: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on PANW, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 15,441 PANW shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,441 shares
    Change vs previous 13F -776 shares

    2.21% of the 13F portfolio, value $3,144,096.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,217 shares
    Change vs previous 13F -1 shares

    2.45% of the 13F portfolio, value $3,318,647.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,218 shares
    Change vs previous 13F -112 shares

    2.34% of the 13F portfolio, value $2,767,440.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 16,330 shares
    Change vs previous 13F +8,158 shares

    2.35% of the 13F portfolio, value $2,971,407.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,172 shares
    Change vs previous 13F -746 shares

    2.3% of the 13F portfolio, value $2,793,019.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,918 shares
    Change vs previous 13F +87 shares

    2.51% of the 13F portfolio, value $3,023,291.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,831 shares
    Change vs previous 13F 0 shares

    2.47% of the 13F portfolio, value $2,604,085.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,831 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,604,085.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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