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Disclosery

CIC Wealth, LLC: PANW position timeline

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

CIC Wealth, LLC held 7,040 PANW shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 7,040 shares
    Change vs previous 13F +1,167 shares

    0.62% of the 13F portfolio, value $2,406,272.

    13F-HR 0001951757-24-001188 filed by CIC 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 ended2024-06-30
    13F 5,873 shares
    Change vs previous 13F +331 shares

    0.55% of the 13F portfolio, value $1,991,006.

    13F-HR 0001951757-24-000490 filed by CIC 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 ended2024-03-31
    13F 5,542 shares
    Change vs previous 13F +338 shares

    0.46% of the 13F portfolio, value $1,574,648.

    13F-HR 0001951757-24-000270 filed by CIC 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 ended2023-12-31
    13F 5,204 shares
    Change vs previous 13F -518 shares

    0.49% of the 13F portfolio, value $1,534,556.

    13F-HR 0001951757-24-000009 filed by CIC 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 ended2023-09-30
    13F 5,722 shares
    Change vs previous 13F +613 shares

    0.48% of the 13F portfolio, value $1,341,466.

    13F-HR 0001951757-23-000519 filed by CIC 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 ended2023-06-30
    13F 5,109 shares
    Change vs previous 13F +5 shares

    0.45% of the 13F portfolio, value $1,305,401.

    13F-HR 0001951757-23-000400 filed by CIC 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 ended2023-03-31
    13F 5,104 shares
    Change vs previous 13F -21 shares

    0.38% of the 13F portfolio, value $1,019,473.

    13F-HR 0001951757-23-000256 filed by CIC 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 ended2022-12-31
    13F 5,125 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $715,143.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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