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Disclosery

Apriem Advisors: PANW position timeline

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

Apriem Advisors held 7,482 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 7,482 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $2,551,512.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 7,507 shares
    Change vs previous 13F +514 shares

    0.11% of the 13F portfolio, value $1,203,522.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 6,993 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $1,288,111.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 6,929 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $1,410,883.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 6,978 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $1,427,978.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 7,028 shares
    Change vs previous 13F -32 shares

    0.14% of the 13F portfolio, value $1,199,258.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 7,060 shares
    Change vs previous 13F +3,426 shares

    0.15% of the 13F portfolio, value $1,284,638.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 3,634 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,242,101.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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