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Disclosery

HB Wealth Management, LLC: PANW position timeline

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

HB Wealth Management, LLC held 48,073 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,073 shares
    Change vs previous 13F -1,274 shares

    0.09% of the 13F portfolio, value $16,393,854.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 49,347 shares
    Change vs previous 13F +3,603 shares

    0.05% of the 13F portfolio, value $7,911,366.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 45,744 shares
    Change vs previous 13F +1,974 shares

    0.05% of the 13F portfolio, value $8,426,144.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 43,770 shares
    Change vs previous 13F +16,435 shares

    0.06% of the 13F portfolio, value $8,912,525.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 27,335 shares
    Change vs previous 13F -7,736 shares

    0.04% of the 13F portfolio, value $5,593,834.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 35,071 shares
    Change vs previous 13F +1,716 shares

    0.05% of the 13F portfolio, value $5,984,631.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 33,355 shares
    Change vs previous 13F +17,370 shares

    0.06% of the 13F portfolio, value $6,070,842.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 15,985 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,463,986.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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