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JGP Wealth Management, LLC: PANW position timeline

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

JGP Wealth Management, LLC held 1,769 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,769 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $702,987.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,770 shares
    Change vs previous 13F +92 shares

    0.05% of the 13F portfolio, value $603,731.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,678 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $268,951.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,489 shares
    Change vs previous 13F +102 shares

    0.03% of the 13F portfolio, value $274,198.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,387 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $290,299.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,397 shares
    Change vs previous 13F -84 shares

    0.03% of the 13F portfolio, value $285,882.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,481 shares
    Change vs previous 13F +147 shares

    0.03% of the 13F portfolio, value $252,718.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,334 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,735.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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