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Capital Advisors Wealth Management, LLC: PANW position timeline

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

Capital Advisors Wealth Management, LLC held 9,075 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,075 shares
    Change vs previous 13F -33 shares

    0.41% of the 13F portfolio, value $3,605,560.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,108 shares
    Change vs previous 13F -1,119 shares

    0.37% of the 13F portfolio, value $3,106,010.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 10,227 shares
    Change vs previous 13F -672 shares

    0.22% of the 13F portfolio, value $1,639,593.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 10,899 shares
    Change vs previous 13F +486 shares

    0.27% of the 13F portfolio, value $2,007,596.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 10,413 shares
    Change vs previous 13F -179 shares

    0.3% of the 13F portfolio, value $2,120,295.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 10,592 shares
    Change vs previous 13F +180 shares

    0.34% of the 13F portfolio, value $2,167,547.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 10,412 shares
    Change vs previous 13F +284 shares

    0.31% of the 13F portfolio, value $1,776,704.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 10,128 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,842,891.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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