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Disclosery

Fiduciary Group, LLC: PANW position timeline

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

Fiduciary Group, LLC held 82,942 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,942 shares
    Change vs previous 13F -1,342 shares

    2.22% of the 13F portfolio, value $28,284,881.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 84,284 shares
    Change vs previous 13F +1,652 shares

    1.15% of the 13F portfolio, value $13,512,465.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 82,632 shares
    Change vs previous 13F -578 shares

    1.28% of the 13F portfolio, value $15,220,877.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 83,210 shares
    Change vs previous 13F +298 shares

    1.49% of the 13F portfolio, value $16,943,289.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 82,912 shares
    Change vs previous 13F +31 shares

    1.6% of the 13F portfolio, value $16,967,181.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 82,881 shares
    Change vs previous 13F -52 shares

    1.42% of the 13F portfolio, value $14,142,872.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 82,933 shares
    Change vs previous 13F +40,933 shares

    1.51% of the 13F portfolio, value $15,090,551.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 42,000 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $14,355,658.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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