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BigSur Wealth Management LLC: PANW position timeline

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

BigSur Wealth Management LLC held 33,010 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 33,010 shares
    Change vs previous 13F -140 shares

    3.1% of the 13F portfolio, value $13,115,203.

    13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,150 shares
    Change vs previous 13F -7,610 shares

    2.72% of the 13F portfolio, value $11,304,813.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 40,760 shares
    Change vs previous 13F -2,400 shares

    1.83% of the 13F portfolio, value $6,534,643.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 43,160 shares
    Change vs previous 13F 0 shares

    1.93% of the 13F portfolio, value $7,950,072.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 43,160 shares
    Change vs previous 13F -300 shares

    2.15% of the 13F portfolio, value $8,788,239.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 43,460 shares
    Change vs previous 13F +80 shares

    2.25% of the 13F portfolio, value $8,893,654.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 43,380 shares
    Change vs previous 13F -2,400 shares

    2.01% of the 13F portfolio, value $7,402,363.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 45,780 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $8,330,129.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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