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Bestgate Wealth Advisors, LLC: PANW position timeline

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

Bestgate Wealth Advisors, LLC held 4,028 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 4,028 shares
    Change vs previous 13F +527 shares

    1.01% of the 13F portfolio, value $1,600,365.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,501 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $1,193,911.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth 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 ended2026-03-31
    13F 3,501 shares
    Change vs previous 13F -284 shares

    1.01% of the 13F portfolio, value $561,280.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth 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 ended2025-12-31
    13F 3,785 shares
    Change vs previous 13F -102 shares

    1.23% of the 13F portfolio, value $697,197.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth 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 ended2025-09-30
    13F 3,887 shares
    Change vs previous 13F +165 shares

    1.4% of the 13F portfolio, value $791,471.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth 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 ended2025-06-30
    13F 3,722 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $635,122.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth 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 ended2025-03-31
    13F 3,722 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $635,122.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth 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 ended2024-12-31
    13F 3,722 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $677,255.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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