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Disclosery

Concentrum Wealth Management: PANW position timeline

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

Concentrum Wealth Management held 1,102 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 1,102 shares
    Change vs previous 13F -231 shares

    0.09% of the 13F portfolio, value $375,804.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 1,333 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $213,707.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 1,185 shares
    Change vs previous 13F +35 shares

    0.06% of the 13F portfolio, value $218,277.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 1,150 shares
    Change vs previous 13F -702 shares

    0.07% of the 13F portfolio, value $234,163.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 1,852 shares
    Change vs previous 13F -48 shares

    0.12% of the 13F portfolio, value $378,993.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 1,900 shares
    Change vs previous 13F -546 shares

    0.12% of the 13F portfolio, value $324,216.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 2,446 shares
    Change vs previous 13F +1,236 shares

    0.16% of the 13F portfolio, value $445,074.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 1,210 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $413,578.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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