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Disclosery

IAM Advisory, LLC: PANW position timeline

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

IAM Advisory, LLC held 9,700 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,700 shares
    Change vs previous 13F +236 shares

    0.64% of the 13F portfolio, value $3,307,894.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 9,464 shares
    Change vs previous 13F +116 shares

    0.34% of the 13F portfolio, value $1,517,268.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 9,348 shares
    Change vs previous 13F -206 shares

    0.38% of the 13F portfolio, value $1,721,994.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 9,554 shares
    Change vs previous 13F -5 shares

    0.44% of the 13F portfolio, value $1,945,487.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 9,559 shares
    Change vs previous 13F -56 shares

    0.47% of the 13F portfolio, value $1,956,154.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 9,615 shares
    Change vs previous 13F -276 shares

    0.43% of the 13F portfolio, value $1,640,704.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 9,891 shares
    Change vs previous 13F +4,936 shares

    0.46% of the 13F portfolio, value $1,799,766.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 4,955 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,693,619.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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