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Dynamic Advisor Solutions LLC: PANW position timeline

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

Dynamic Advisor Solutions LLC held 18,998 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,998 shares
    Change vs previous 13F -12,725 shares

    0.18% of the 13F portfolio, value $6,478,530.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 31,723 shares
    Change vs previous 13F +2,812 shares

    0.16% of the 13F portfolio, value $5,085,897.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 28,911 shares
    Change vs previous 13F -5,439 shares

    0.17% of the 13F portfolio, value $5,325,314.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 34,350 shares
    Change vs previous 13F +1,274 shares

    0.2% of the 13F portfolio, value $6,994,347.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 33,076 shares
    Change vs previous 13F +1,467 shares

    0.21% of the 13F portfolio, value $6,768,673.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions 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 31,609 shares
    Change vs previous 13F +1,688 shares

    0.18% of the 13F portfolio, value $5,393,760.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions 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 29,921 shares
    Change vs previous 13F +14,923 shares

    0.24% of the 13F portfolio, value $5,444,425.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions 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 14,998 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,126,316.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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