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LMCG INVESTMENTS, LLC: PANW position timeline

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

LMCG INVESTMENTS, LLC held 57,784 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,784 shares
    Change vs previous 13F -23,444 shares

    1.06% of the 13F portfolio, value $19,705,500.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 81,228 shares
    Change vs previous 13F +33,727 shares

    0.77% of the 13F portfolio, value $13,022,473.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 47,501 shares
    Change vs previous 13F +39,747 shares

    0.5% of the 13F portfolio, value $8,749,684.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 7,754 shares
    Change vs previous 13F -1,624 shares

    0.09% of the 13F portfolio, value $1,578,869.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 9,378 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,919,114.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 9,378 shares
    Change vs previous 13F +344 shares

    0.11% of the 13F portfolio, value $1,600,262.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 9,034 shares
    Change vs previous 13F +3,774 shares

    0.1% of the 13F portfolio, value $1,643,827.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 5,260 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,797,868.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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