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HERITAGE INVESTORS MANAGEMENT CORP: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on PANW, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 549,796 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 549,796 shares
    Change vs previous 13F -16,865 shares

    5.19% of the 13F portfolio, value $187,491,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 566,661 shares
    Change vs previous 13F +6,203 shares

    2.76% of the 13F portfolio, value $90,847,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 560,458 shares
    Change vs previous 13F -4,594 shares

    3.01% of the 13F portfolio, value $103,236,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 565,052 shares
    Change vs previous 13F -1,596 shares

    3.44% of the 13F portfolio, value $115,056,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 566,648 shares
    Change vs previous 13F -15,713 shares

    3.67% of the 13F portfolio, value $115,959,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 582,361 shares
    Change vs previous 13F -289 shares

    3.41% of the 13F portfolio, value $99,389,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 582,650 shares
    Change vs previous 13F +287,935 shares

    3.42% of the 13F portfolio, value $106,019,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 294,715 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $100,733,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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