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Asio Capital, LLC: PANW position timeline

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

Asio Capital, LLC held 61,314 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,314 shares
    Change vs previous 13F -4,248 shares

    2.68% of the 13F portfolio, value $20,909,300.

    13F-HR 0001803291-26-000003 filed by Asio Capital, 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 65,562 shares
    Change vs previous 13F +7,635 shares

    1.48% of the 13F portfolio, value $10,510,900.

    13F-HR 0001803291-26-000002 filed by Asio Capital, 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 57,927 shares
    Change vs previous 13F +1,646 shares

    1.51% of the 13F portfolio, value $10,670,153.

    13F-HR 0001803291-26-000001 filed by Asio Capital, 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 56,281 shares
    Change vs previous 13F +3,789 shares

    1.72% of the 13F portfolio, value $11,459,937.

    13F-HR 0001803291-25-000005 filed by Asio Capital, 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 52,492 shares
    Change vs previous 13F +853 shares

    1.79% of the 13F portfolio, value $10,741,963.

    13F-HR 0001803291-25-000003 filed by Asio Capital, 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 51,639 shares
    Change vs previous 13F +592 shares

    1.7% of the 13F portfolio, value $8,811,679.

    13F-HR 0001803291-25-000002 filed by Asio Capital, 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 51,047 shares
    Change vs previous 13F +25,295 shares

    1.75% of the 13F portfolio, value $9,288,512.

    13F-HR 0001986042-25-000002 filed by Asio Capital, 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 25,752 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,802,034.

    13F-HR 0001803291-24-000008 filed by Asio Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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