Skip to content
Disclosery

B. Riley Wealth Advisors, Inc.: PANW position timeline

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

B. Riley Wealth Advisors, Inc. held 60,770 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,770 shares
    Change vs previous 13F -411 shares

    0.95% of the 13F portfolio, value $24,144,703.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,181 shares
    Change vs previous 13F -254 shares

    1.11% of the 13F portfolio, value $20,312,218.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 61,435 shares
    Change vs previous 13F -7,998 shares

    0.61% of the 13F portfolio, value $9,482,578.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,433 shares
    Change vs previous 13F +612 shares

    0.6% of the 13F portfolio, value $12,789,625.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,821 shares
    Change vs previous 13F +5,913 shares

    0.67% of the 13F portfolio, value $14,013,426.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,908 shares
    Change vs previous 13F -19,814 shares

    0.62% of the 13F portfolio, value $12,873,577.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 82,722 shares
    Change vs previous 13F +3,113 shares

    0.43% of the 13F portfolio, value $14,115,642.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 79,609 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $14,485,654.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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