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EP Wealth Advisors, LLC: PANW position timeline

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

EP Wealth Advisors, LLC held 237,773 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,773 shares
    Change vs previous 13F +38,279 shares

    0.31% of the 13F portfolio, value $81,085,196.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 199,494 shares
    Change vs previous 13F +20,442 shares

    0.16% of the 13F portfolio, value $31,982,863.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 179,052 shares
    Change vs previous 13F +55,004 shares

    0.17% of the 13F portfolio, value $32,981,450.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 124,048 shares
    Change vs previous 13F +3,835 shares

    0.17% of the 13F portfolio, value $25,385,157.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 120,213 shares
    Change vs previous 13F +13,705 shares

    0.16% of the 13F portfolio, value $20,513,135.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 106,508 shares
    Change vs previous 13F +55,506 shares

    0.16% of the 13F portfolio, value $19,380,239.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 51,002 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $17,432,459.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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