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LYELL WEALTH MANAGEMENT, LP: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on PANW, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 173,721 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,721 shares
    Change vs previous 13F +3,447 shares

    3.64% of the 13F portfolio, value $59,242,335.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 170,274 shares
    Change vs previous 13F +864 shares

    2.01% of the 13F portfolio, value $27,298,328.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 169,410 shares
    Change vs previous 13F +438 shares

    2.26% of the 13F portfolio, value $31,205,322.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 168,972 shares
    Change vs previous 13F +4,136 shares

    2.56% of the 13F portfolio, value $34,406,079.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 164,836 shares
    Change vs previous 13F +4,166 shares

    2.66% of the 13F portfolio, value $33,732,039.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 160,670 shares
    Change vs previous 13F +2,484 shares

    2.56% of the 13F portfolio, value $27,416,729.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 158,186 shares
    Change vs previous 13F +79,305 shares

    2.58% of the 13F portfolio, value $28,783,525.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 78,881 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $26,961,526.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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