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Disclosery

Balboa Wealth Partners: PANW position timeline

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

Balboa Wealth Partners held 6,078 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 6,078 shares
    Change vs previous 13F -78 shares

    0.28% of the 13F portfolio, value $2,072,720.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,156 shares
    Change vs previous 13F +1,392 shares

    0.17% of the 13F portfolio, value $986,930.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 4,764 shares
    Change vs previous 13F -549 shares

    0.15% of the 13F portfolio, value $877,529.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 5,313 shares
    Change vs previous 13F +280 shares

    0.19% of the 13F portfolio, value $1,081,833.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 5,033 shares
    Change vs previous 13F +442 shares

    0.21% of the 13F portfolio, value $1,029,953.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 4,591 shares
    Change vs previous 13F -188 shares

    0.19% of the 13F portfolio, value $783,408.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 4,779 shares
    Change vs previous 13F +1,944 shares

    0.2% of the 13F portfolio, value $869,587.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 2,835 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $969,003.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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