Skip to content
Disclosery

Foundations Investment Advisors, LLC: PANW position timeline

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

Foundations Investment Advisors, LLC held 116,335 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 116,335 shares
    Change vs previous 13F +3,150 shares

    0.41% of the 13F portfolio, value $39,672,544.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 113,185 shares
    Change vs previous 13F +16,056 shares

    0.23% of the 13F portfolio, value $18,145,856.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 97,129 shares
    Change vs previous 13F +13,526 shares

    0.23% of the 13F portfolio, value $17,891,130.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 ended2025-09-30
    13F 83,603 shares
    Change vs previous 13F +9,150 shares

    0.25% of the 13F portfolio, value $17,023,167.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 ended2025-06-30
    13F 74,453 shares
    Change vs previous 13F +5,335 shares

    0.24% of the 13F portfolio, value $15,236,104.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 ended2025-03-31
    13F 69,118 shares
    Change vs previous 13F +6,955 shares

    0.22% of the 13F portfolio, value $11,794,351.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 ended2024-12-31
    13F 62,163 shares
    Change vs previous 13F +35,956 shares

    0.22% of the 13F portfolio, value $11,311,106.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, 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 26,207 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,957,720.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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