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Arkadios Wealth Advisors: PANW position timeline

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

Arkadios Wealth Advisors held 63,860 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,860 shares
    Change vs previous 13F -3,615 shares

    0.33% of the 13F portfolio, value $21,777,536.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth 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 67,475 shares
    Change vs previous 13F +7,631 shares

    0.18% of the 13F portfolio, value $10,817,603.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth 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 59,844 shares
    Change vs previous 13F +9,670 shares

    0.22% of the 13F portfolio, value $11,023,277.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth 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 50,174 shares
    Change vs previous 13F +10,281 shares

    0.25% of the 13F portfolio, value $10,216,444.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth 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 39,893 shares
    Change vs previous 13F +3,351 shares

    0.25% of the 13F portfolio, value $8,163,718.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth 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 36,542 shares
    Change vs previous 13F +28,884 shares

    0.24% of the 13F portfolio, value $6,235,538.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth 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 7,658 shares
    Change vs previous 13F +4,808 shares

    0.08% of the 13F portfolio, value $1,393,450.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth 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 2,850 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $973,959.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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