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Disclosery

ACG Wealth: PANW position timeline

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

ACG Wealth held 25,294 PANW shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 25,294 shares
    Change vs previous 13F +16,661 shares

    0.95% of the 13F portfolio, value $4,143,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 8,633 shares
    Change vs previous 13F -233 shares

    0.87% of the 13F portfolio, value $4,264,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 8,866 shares
    Change vs previous 13F -6,285 shares

    1.04% of the 13F portfolio, value $5,519,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 15,151 shares
    Change vs previous 13F -4,677 shares

    1.2% of the 13F portfolio, value $8,435,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 19,828 shares
    Change vs previous 13F -237 shares

    1.25% of the 13F portfolio, value $9,498,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 20,065 shares
    Change vs previous 13F +100 shares

    0.94% of the 13F portfolio, value $7,445,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 19,965 shares
    Change vs previous 13F -134 shares

    0.85% of the 13F portfolio, value $6,430,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 20,099 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,143,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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