BOURGEON CAPITAL MANAGEMENT LLC: PANW position timeline

BOURGEON CAPITAL MANAGEMENT LLC held 28,776 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 28,776 shares

   Change vs previous 13F -43,149 shares

   1.47% of the 13F portfolio, value $9,813,192.

   13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 71,925 shares

   Change vs previous 13F +31,333 shares

   2.01% of the 13F portfolio, value $11,531,016.

   13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 40,592 shares

   Change vs previous 13F +127 shares

   1.22% of the 13F portfolio, value $7,477,047.

   13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 40,465 shares

   Change vs previous 13F +22,063 shares

   1.5% of the 13F portfolio, value $8,239,484.

   13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,402 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $3,765,786.

   13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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