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Disclosery

HoyleCohen, LLC: PANW position timeline

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

HoyleCohen, LLC held 16,935 PANW shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 16,935 shares
    Change vs previous 13F -80 shares

    0.43% of the 13F portfolio, value $5,741,135.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 17,015 shares
    Change vs previous 13F +4,629 shares

    0.37% of the 13F portfolio, value $4,834,473.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 12,386 shares
    Change vs previous 13F -45 shares

    0.3% of the 13F portfolio, value $3,652,384.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 12,431 shares
    Change vs previous 13F -580 shares

    0.27% of the 13F portfolio, value $2,914,324.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 13,011 shares
    Change vs previous 13F +12 shares

    0.29% of the 13F portfolio, value $3,324,441.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 12,999 shares
    Change vs previous 13F -60 shares

    0.24% of the 13F portfolio, value $2,596,421.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 13,059 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,822,253.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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