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Disclosery

Dakota Wealth Management: PANW position timeline

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

Dakota Wealth Management held 56,023 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,023 shares
    Change vs previous 13F +2,290 shares

    0.37% of the 13F portfolio, value $19,104,965.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 53,733 shares
    Change vs previous 13F -3,572 shares

    0.19% of the 13F portfolio, value $8,614,475.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 57,305 shares
    Change vs previous 13F +5,018 shares

    0.19% of the 13F portfolio, value $10,555,582.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 52,287 shares
    Change vs previous 13F +6,704 shares

    0.21% of the 13F portfolio, value $10,646,679.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 45,583 shares
    Change vs previous 13F +5,953 shares

    0.2% of the 13F portfolio, value $9,328,106.

    13F-HR 0001951757-25-000874 filed by Dakota 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 39,630 shares
    Change vs previous 13F +1,697 shares

    0.16% of the 13F portfolio, value $6,762,464.

    13F-HR 0001951757-25-000489 filed by Dakota 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 37,933 shares
    Change vs previous 13F +21,241 shares

    0.16% of the 13F portfolio, value $6,902,290.

    13F-HR 0001951757-25-000061 filed by Dakota 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 16,692 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,705,326.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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