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Disclosery

Davidson Capital Management Inc.: PANW position timeline

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

Davidson Capital Management Inc. held 29,435 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,435 shares
    Change vs previous 13F +418 shares

    1.61% of the 13F portfolio, value $10,037,924.

    13F-HR 0001808748-26-000004 filed by Davidson Capital Management Inc.
    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 29,017 shares
    Change vs previous 13F +10,414 shares

    0.84% of the 13F portfolio, value $4,652,006.

    13F-HR 0001808748-26-000003 filed by Davidson Capital Management Inc.
    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 18,603 shares
    Change vs previous 13F +610 shares

    0.74% of the 13F portfolio, value $3,426,673.

    13F-HR 0001808748-26-000001 filed by Davidson Capital Management Inc.
    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 17,993 shares
    Change vs previous 13F -45 shares

    0.82% of the 13F portfolio, value $3,663,735.

    13F-HR 0001808748-25-000005 filed by Davidson Capital Management Inc.
    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 18,038 shares
    Change vs previous 13F +1,037 shares

    0.89% of the 13F portfolio, value $3,691,297.

    13F-HR 0001808748-25-000003 filed by Davidson Capital Management Inc.
    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 17,001 shares
    Change vs previous 13F +16,951 shares

    0.79% of the 13F portfolio, value $2,901,051.

    13F-HR 0001808748-25-000002 filed by Davidson Capital Management Inc.
    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 50 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,098.

    13F-HR 0001808748-25-000001 filed by Davidson Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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