LM Advisors LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LM Advisors LLC on PANW, newest first. How the timeline and the estimate are built.
LM Advisors LLC held 21,871 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 21,871 sharesChange vs previous 13F +18,249 shares
0.86% of the 13F portfolio, value $7,431,000.
13F-HR 0002011314-26-000003 filed by LM Advisors 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 3,622 sharesChange vs previous 13F +2,720 shares
0.38% of the 13F portfolio, value $22,591.
13F-HR 0002011314-26-000002 filed by LM Advisors 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 902 sharesChange vs previous 13F -3,719 shares
0.09% of the 13F portfolio, value $4,897.
13F-HR 0002011314-26-000001 filed by LM Advisors 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 4,621 sharesChange vs previous 13F +1,600 shares
0.14% of the 13F portfolio, value $941,000.
13F-HR 0002011314-25-000008 filed by LM Advisors 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 3,021 sharesChange vs previous 13F +764 shares
0.08% of the 13F portfolio, value $618,000.
13F-HR 0002011314-25-000005 filed by LM Advisors 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 2,257 sharesChange vs previous 13F +207 shares
0.07% of the 13F portfolio, value $385,000.
13F-HR 0002011314-25-000002 filed by LM Advisors 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/A 2,050 sharesChange vs previous 13F -25 shares
0.07% of the 13F portfolio, value $373,000.
13F-HR/A 0002011314-25-000001 filed by LM Advisors 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 2,075 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $709,000.
13F-HR 0002011314-24-000006 filed by LM Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).