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Disclosery

Finivi Inc.: PANW position timeline

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

Finivi Inc. held 3,626 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,626 shares
    Change vs previous 13F -74 shares

    0.69% of the 13F portfolio, value $1,440,646.

    13F-HR 0002085853-26-001151 filed by Finivi Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,700 shares
    Change vs previous 13F -128 shares

    0.65% of the 13F portfolio, value $1,261,774.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,828 shares
    Change vs previous 13F -243 shares

    0.34% of the 13F portfolio, value $613,705.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,071 shares
    Change vs previous 13F +85 shares

    0.43% of the 13F portfolio, value $749,878.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,986 shares
    Change vs previous 13F -9 shares

    0.52% of the 13F portfolio, value $811,629.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,995 shares
    Change vs previous 13F +22 shares

    0.55% of the 13F portfolio, value $817,537.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,973 shares
    Change vs previous 13F +402 shares

    0.55% of the 13F portfolio, value $677,953.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,571 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $649,779.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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