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Disclosery

Convergence Financial, LLC: PANW position timeline

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

Convergence Financial, LLC held 3,612 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,612 shares
    Change vs previous 13F +1,667 shares

    0.1% of the 13F portfolio, value $1,231,762.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, 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 1,945 shares
    Change vs previous 13F -2,961 shares

    0.03% of the 13F portfolio, value $311,822.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, 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 4,906 shares
    Change vs previous 13F +181 shares

    0.13% of the 13F portfolio, value $903,684.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, 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 4,725 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $962,107.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, 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 4,737 shares
    Change vs previous 13F +1,142 shares

    0.17% of the 13F portfolio, value $969,379.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, 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 3,595 shares
    Change vs previous 13F +2,139 shares

    0.12% of the 13F portfolio, value $613,453.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, 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 1,456 shares
    Change vs previous 13F +823 shares

    0.05% of the 13F portfolio, value $264,934.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, 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 633 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $216,360.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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