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Independent Advisor Alliance: PANW position timeline

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

Independent Advisor Alliance held 57,614 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,614 shares
    Change vs previous 13F +7,839 shares

    0.46% of the 13F portfolio, value $19,647,654.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 49,775 shares
    Change vs previous 13F -2,177 shares

    0.09% of the 13F portfolio, value $7,979,986.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 51,952 shares
    Change vs previous 13F +1,737 shares

    0.23% of the 13F portfolio, value $9,569,635.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 50,215 shares
    Change vs previous 13F +4,600 shares

    0.27% of the 13F portfolio, value $10,224,856.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 45,615 shares
    Change vs previous 13F +1,769 shares

    0.27% of the 13F portfolio, value $9,334,651.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 43,846 shares
    Change vs previous 13F +530 shares

    0.25% of the 13F portfolio, value $7,481,885.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 43,316 shares
    Change vs previous 13F +21,127 shares

    0.1% of the 13F portfolio, value $7,881,775.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 22,189 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,584,203.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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