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Disclosery

Integrated Wealth Concepts LLC: PANW position timeline

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

Integrated Wealth Concepts LLC held 61,907 PANW shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 61,907 shares
    Change vs previous 13F +2,757 shares

    0.14% of the 13F portfolio, value $21,111,434.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 59,150 shares
    Change vs previous 13F +31,092 shares

    0.08% of the 13F portfolio, value $9,482,864.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 28,058 shares
    Change vs previous 13F -6,975 shares

    0.06% of the 13F portfolio, value $5,168,220.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 35,033 shares
    Change vs previous 13F +2,605 shares

    0.06% of the 13F portfolio, value $7,133,445.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 32,428 shares
    Change vs previous 13F +270 shares

    0.07% of the 13F portfolio, value $6,636,015.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 32,158 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $5,487,397.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 32,168 shares
    Change vs previous 13F +16,436 shares

    0.07% of the 13F portfolio, value $5,853,204.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 15,732 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,377,109.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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