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Legacy Wealth Management, LLC / MS: PANW position timeline

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

Legacy Wealth Management, LLC / MS held 30,221 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,221 shares
    Change vs previous 13F -4,105 shares

    2.65% of the 13F portfolio, value $10,305,965.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 34,326 shares
    Change vs previous 13F -3,238 shares

    1.57% of the 13F portfolio, value $5,503,144.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 37,564 shares
    Change vs previous 13F -3,182 shares

    1.85% of the 13F portfolio, value $6,919,289.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 40,746 shares
    Change vs previous 13F -5,419 shares

    2.5% of the 13F portfolio, value $8,296,701.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 46,165 shares
    Change vs previous 13F -1,699 shares

    2.87% of the 13F portfolio, value $9,447,206.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 47,864 shares
    Change vs previous 13F +924 shares

    2.67% of the 13F portfolio, value $8,167,513.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 46,940 shares
    Change vs previous 13F +21,958 shares

    3.39% of the 13F portfolio, value $8,541,202.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 24,982 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $8,538,848.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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