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Disclosery

HCR Wealth Advisors: PANW position timeline

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

HCR Wealth Advisors held 71,870 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,870 shares
    Change vs previous 13F +13 shares

    2.19% of the 13F portfolio, value $24,509,107.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 71,857 shares
    Change vs previous 13F +1,879 shares

    1.19% of the 13F portfolio, value $11,520,114.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 69,978 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $12,889,947.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 69,978 shares
    Change vs previous 13F +1,900 shares

    1.52% of the 13F portfolio, value $14,646,395.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 68,078 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $13,931,481.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 68,078 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $11,616,829.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 68,078 shares
    Change vs previous 13F +34,026 shares

    1.55% of the 13F portfolio, value $12,387,472.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 34,052 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $11,638,973.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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