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Disclosery

Avitas Wealth Management LLC: PANW position timeline

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

Avitas Wealth Management LLC held 15,856 PANW shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,856 shares
    Change vs previous 13F +7,846 shares

    0.4% of the 13F portfolio, value $2,885,158.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,010 shares
    Change vs previous 13F -68 shares

    0.38% of the 13F portfolio, value $2,737,818.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,078 shares
    Change vs previous 13F -71 shares

    0.4% of the 13F portfolio, value $2,738,523.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,149 shares
    Change vs previous 13F -115 shares

    0.35% of the 13F portfolio, value $2,315,375.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 8,264 shares
    Change vs previous 13F +100 shares

    0.41% of the 13F portfolio, value $2,436,888.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,164 shares
    Change vs previous 13F -160 shares

    0.36% of the 13F portfolio, value $1,913,968.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,324 shares
    Change vs previous 13F -35 shares

    0.38% of the 13F portfolio, value $2,126,865.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,359 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,669,627.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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