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Disclosery

Bogart Wealth, LLC: PANW position timeline

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

Bogart Wealth, LLC held 54,397 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,397 shares
    Change vs previous 13F -47,266 shares

    0.64% of the 13F portfolio, value $18,550,465.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 101,663 shares
    Change vs previous 13F +22,693 shares

    0.63% of the 13F portfolio, value $16,298,612.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 78,970 shares
    Change vs previous 13F +4,311 shares

    0.58% of the 13F portfolio, value $14,546,274.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 74,659 shares
    Change vs previous 13F +1,948 shares

    0.62% of the 13F portfolio, value $15,202,066.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 72,711 shares
    Change vs previous 13F +2,477 shares

    0.64% of the 13F portfolio, value $14,879,579.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 70,234 shares
    Change vs previous 13F -4,505 shares

    0.57% of the 13F portfolio, value $11,984,730.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 74,739 shares
    Change vs previous 13F +37,802 shares

    0.65% of the 13F portfolio, value $13,599,508.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 36,937 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $12,625,067.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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