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Disclosery

Clearstead Advisors, LLC: PANW position timeline

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

Clearstead Advisors, LLC held 124,812 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,812 shares
    Change vs previous 13F -9,652 shares

    0.4% of the 13F portfolio, value $42,563,421.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 134,464 shares
    Change vs previous 13F +12,536 shares

    0.2% of the 13F portfolio, value $21,557,377.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 121,928 shares
    Change vs previous 13F +2,128 shares

    0.28% of the 13F portfolio, value $22,459,210.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 119,800 shares
    Change vs previous 13F +4,648 shares

    0.36% of the 13F portfolio, value $24,393,756.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 115,152 shares
    Change vs previous 13F +7,742 shares

    0.33% of the 13F portfolio, value $23,564,828.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 107,410 shares
    Change vs previous 13F +1,023 shares

    0.28% of the 13F portfolio, value $18,328,464.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 106,387 shares
    Change vs previous 13F +55,481 shares

    0.29% of the 13F portfolio, value $19,358,202.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 50,906 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $17,399,522.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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