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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

  1. period ended2026-06-30
    13F 6,658 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 7,015 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 7,256 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 7,290 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 6,452 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 6,859 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 7,336 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 3,740 shares
    Change 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), ingested

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