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Disclosery

Alaethes Wealth, LLC: PANW position timeline

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

Alaethes Wealth, LLC held 18,234 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,234 shares
    Change vs previous 13F -24 shares

    1.81% of the 13F portfolio, value $6,217,995.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 18,258 shares
    Change vs previous 13F +843 shares

    0.84% of the 13F portfolio, value $2,927,046.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 17,415 shares
    Change vs previous 13F -24 shares

    0.9% of the 13F portfolio, value $3,207,755.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 17,439 shares
    Change vs previous 13F -63 shares

    1.01% of the 13F portfolio, value $3,550,831.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 17,502 shares
    Change vs previous 13F +100 shares

    1.07% of the 13F portfolio, value $3,581,675.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 17,402 shares
    Change vs previous 13F +80 shares

    1.09% of the 13F portfolio, value $2,969,549.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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 17,322 shares
    Change vs previous 13F +8,517 shares

    1.13% of the 13F portfolio, value $3,151,988.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 8,805 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,009,443.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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