Grassi Investment Management: PANW position timeline

Grassi Investment Management held 8,375 PANW shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 8,375 shares

   Change vs previous 13F -25 shares

   0.14% of the 13F portfolio, value $1,714,000.

   13F-HR 0001608531-25-000006 filed by Grassi Investment Management
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 8,400 shares

   Change vs previous 13F +490 shares

   0.13% of the 13F portfolio, value $1,433,000.

   13F-HR 0001608531-25-000005 filed by Grassi Investment Management
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F/A 7,910 shares

   Change vs previous 13F +4,880 shares

   0.12% of the 13F portfolio, value $1,439,000.

   13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 3,030 shares

   Change vs previous 13F +150 shares

   0.09% of the 13F portfolio, value $1,036,000.

   13F-HR 0001608531-24-000005 filed by Grassi Investment Management
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 2,880 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $976,000.

   13F-HR 0001608531-24-000004 filed by Grassi Investment Management
   Filed 2024-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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