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Disclosery

Greystone Financial Group, LLC: PANW position timeline

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

Greystone Financial Group, LLC held 3,136 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,136 shares
    Change vs previous 13F -283 shares

    0.3% of the 13F portfolio, value $1,069,439.

    13F-HR 0001845302-26-000008 filed by Greystone Financial 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 3,419 shares
    Change vs previous 13F -7,186 shares

    0.16% of the 13F portfolio, value $548,134.

    13F-HR 0001845302-26-000006 filed by Greystone Financial 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 10,605 shares
    Change vs previous 13F +947 shares

    0.3% of the 13F portfolio, value $1,953,441.

    13F-HR 0001845302-26-000004 filed by Greystone Financial 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 9,658 shares
    Change vs previous 13F -131 shares

    0.3% of the 13F portfolio, value $1,966,562.

    13F-HR 0001845302-25-000011 filed by Greystone Financial 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 9,789 shares
    Change vs previous 13F +127 shares

    0.33% of the 13F portfolio, value $2,003,221.

    13F-HR 0001845302-25-000007 filed by Greystone Financial 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 9,662 shares
    Change vs previous 13F +508 shares

    0.3% of the 13F portfolio, value $1,648,724.

    13F-HR 0001845302-25-000005 filed by Greystone Financial 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 9,154 shares
    Change vs previous 13F +4,534 shares

    0.29% of the 13F portfolio, value $1,665,662.

    13F-HR 0001845302-25-000003 filed by Greystone Financial 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 4,620 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,579,116.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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