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Disclosery

Legacy Trust: PANW position timeline

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

Legacy Trust held 67,441 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,441 shares
    Change vs previous 13F -861 shares

    4.07% of the 13F portfolio, value $22,998,730.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 68,302 shares
    Change vs previous 13F +1,775 shares

    2.1% of the 13F portfolio, value $10,950,177.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 66,527 shares
    Change vs previous 13F +876 shares

    2.29% of the 13F portfolio, value $12,254,273.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 65,651 shares
    Change vs previous 13F -301 shares

    2.64% of the 13F portfolio, value $13,367,857.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 65,952 shares
    Change vs previous 13F -2,508 shares

    3.31% of the 13F portfolio, value $13,496,417.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 68,460 shares
    Change vs previous 13F -28 shares

    2.82% of the 13F portfolio, value $11,682,014.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 68,488 shares
    Change vs previous 13F +33,754 shares

    2.89% of the 13F portfolio, value $12,462,076.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 34,734 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $11,872,081.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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