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BEARING POINT CAPITAL, LLC: PANW position timeline

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

BEARING POINT CAPITAL, LLC held 79,541 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,541 shares
    Change vs previous 13F +1,688 shares

    3.66% of the 13F portfolio, value $27,125,072.

    13F-HR 0001765380-26-000346 filed by BEARING POINT CAPITAL, 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 77,853 shares
    Change vs previous 13F +4,230 shares

    1.96% of the 13F portfolio, value $12,481,393.

    13F-HR 0001765380-26-000180 filed by BEARING POINT CAPITAL, 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 73,623 shares
    Change vs previous 13F +5,601 shares

    2.12% of the 13F portfolio, value $13,561,357.

    13F-HR 0001765380-26-000086 filed by BEARING POINT CAPITAL, 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 68,022 shares
    Change vs previous 13F +4,738 shares

    2.38% of the 13F portfolio, value $13,850,640.

    13F-HR 0001765380-25-000475 filed by BEARING POINT CAPITAL, 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 63,284 shares
    Change vs previous 13F +2,997 shares

    2.38% of the 13F portfolio, value $12,950,438.

    13F-HR 0001765380-25-000309 filed by BEARING POINT CAPITAL, 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 60,287 shares
    Change vs previous 13F +11,797 shares

    2.19% of the 13F portfolio, value $10,287,374.

    13F-HR 0001765380-25-000181 filed by BEARING POINT CAPITAL, 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 48,490 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $8,823,240.

    13F-HR 0001765380-25-000111 filed by BEARING POINT CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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