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Disclosery

Connectus Wealth, LLC: PANW position timeline

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

Connectus Wealth, LLC held 49,839 PANW shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 49,839 shares
    Change vs previous 13F +6,026 shares

    0.39% of the 13F portfolio, value $14,160,756.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 43,813 shares
    Change vs previous 13F +8,132 shares

    0.26% of the 13F portfolio, value $12,919,690.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 35,681 shares
    Change vs previous 13F +32,371 shares

    0.19% of the 13F portfolio, value $8,365,196.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 3,310 shares
    Change vs previous 13F +1,978 shares

    0.02% of the 13F portfolio, value $846,008.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 1,332 shares
    Change vs previous 13F -153 shares

    0.01% of the 13F portfolio, value $266,306.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 1,485 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $207,217.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 1,496 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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