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Beacon Pointe Advisors, LLC: PANW position timeline

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

Beacon Pointe Advisors, LLC held 243,306 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,306 shares
    Change vs previous 13F -4,329 shares

    0.39% of the 13F portfolio, value $82,972,090.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 247,635 shares
    Change vs previous 13F +53,787 shares

    0.21% of the 13F portfolio, value $39,700,896.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 193,848 shares
    Change vs previous 13F +1,306 shares

    0.25% of the 13F portfolio, value $35,706,793.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 192,542 shares
    Change vs previous 13F -7,729 shares

    0.33% of the 13F portfolio, value $39,205,328.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 200,271 shares
    Change vs previous 13F +4,166 shares

    0.43% of the 13F portfolio, value $40,983,388.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 196,105 shares
    Change vs previous 13F -1,404 shares

    0.38% of the 13F portfolio, value $33,463,300.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 197,509 shares
    Change vs previous 13F +97,112 shares

    0.4% of the 13F portfolio, value $35,938,676.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 100,397 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $34,315,808.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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