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Disclosery

DAVIS R M INC: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on PANW, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 693,408 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 693,408 shares
    Change vs previous 13F -6,402 shares

    3.73% of the 13F portfolio, value $236,466,090.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 699,810 shares
    Change vs previous 13F +7,862 shares

    1.99% of the 13F portfolio, value $112,193,584.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 691,948 shares
    Change vs previous 13F -6,436 shares

    2.19% of the 13F portfolio, value $127,456,754.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 698,384 shares
    Change vs previous 13F -6,747 shares

    2.49% of the 13F portfolio, value $142,204,944.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 705,131 shares
    Change vs previous 13F -3,575 shares

    2.68% of the 13F portfolio, value $144,298,001.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 708,706 shares
    Change vs previous 13F -7,375 shares

    2.42% of the 13F portfolio, value $120,933,590.

    13F-HR 0000891287-25-000004 filed by DAVIS R M 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 716,081 shares
    Change vs previous 13F +348,297 shares

    2.54% of the 13F portfolio, value $130,298,097.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 367,784 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $125,708,569.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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