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Disclosery

AE Wealth Management LLC: PANW position timeline

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

AE Wealth Management LLC held 35,280 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,280 shares
    Change vs previous 13F -6,103 shares

    0.06% of the 13F portfolio, value $12,031,225.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 41,383 shares
    Change vs previous 13F +2,449 shares

    0.04% of the 13F portfolio, value $6,634,656.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 38,934 shares
    Change vs previous 13F -579 shares

    0.04% of the 13F portfolio, value $7,171,852.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 39,513 shares
    Change vs previous 13F +8,232 shares

    0.05% of the 13F portfolio, value $8,045,726.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 31,281 shares
    Change vs previous 13F +4,116 shares

    0.05% of the 13F portfolio, value $6,401,513.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 27,165 shares
    Change vs previous 13F +3,874 shares

    0.04% of the 13F portfolio, value $4,635,428.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 23,291 shares
    Change vs previous 13F +12,782 shares

    0.04% of the 13F portfolio, value $4,238,032.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 10,509 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,592,139.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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