LifePlan Financial, LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on PANW, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 6,658 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,658 sharesChange vs previous 13F -357 shares
1.59% of the 13F portfolio, value $2,270,426.
13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,015 sharesChange vs previous 13F -241 shares
0.83% of the 13F portfolio, value $1,124,605.
13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,256 sharesChange vs previous 13F -34 shares
1.02% of the 13F portfolio, value $1,336,509.
13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,290 sharesChange vs previous 13F +838 shares
1.18% of the 13F portfolio, value $1,484,339.
13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,452 sharesChange vs previous 13F -407 shares
1.09% of the 13F portfolio, value $1,320,286.
13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,859 sharesChange vs previous 13F -477 shares
1.02% of the 13F portfolio, value $1,170,377.
13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,336 sharesChange vs previous 13F +3,596 shares
1.18% of the 13F portfolio, value $1,334,813.
13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,740 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $1,278,247.
13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).