BIP Wealth, LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIP Wealth, LLC on PANW, newest first. How the timeline and the estimate are built.
BIP Wealth, LLC held 10,240 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 10,240 sharesChange vs previous 13F +1,010 shares
0.1% of the 13F portfolio, value $3,492,045.
13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,230 sharesChange vs previous 13F -355 shares
0.06% of the 13F portfolio, value $1,479,754.
13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,585 sharesChange vs previous 13F +6,214 shares
0.06% of the 13F portfolio, value $1,765,465.
13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,371 sharesChange vs previous 13F +238 shares
0.03% of the 13F portfolio, value $686,403.
13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,133 sharesChange vs previous 13F +333 shares
0.04% of the 13F portfolio, value $641,137.
13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,800 sharesChange vs previous 13F +39 shares
0.03% of the 13F portfolio, value $477,838.
13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,761 sharesChange vs previous 13F +1,393 shares
0.03% of the 13F portfolio, value $502,464.
13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,368 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $467,582.
13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).