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Aptus Capital Advisors, LLC: PANW position timeline

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

Aptus Capital Advisors, LLC held 64,288 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,288 shares
    Change vs previous 13F +107 shares

    0.16% of the 13F portfolio, value $21,923,494.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 64,181 shares
    Change vs previous 13F +24,570 shares

    0.09% of the 13F portfolio, value $10,289,497.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 39,611 shares
    Change vs previous 13F +28,862 shares

    0.06% of the 13F portfolio, value $7,296,346.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 10,749 shares
    Change vs previous 13F +1,967 shares

    0.02% of the 13F portfolio, value $2,188,712.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 8,782 shares
    Change vs previous 13F +1,327 shares

    0.02% of the 13F portfolio, value $1,797,148.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 7,455 shares
    Change vs previous 13F +1,215 shares

    0.01% of the 13F portfolio, value $1,272,122.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 6,240 shares
    Change vs previous 13F +3,764 shares

    0.01% of the 13F portfolio, value $1,135,430.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 2,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $846,297.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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