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Disclosery

MAD RIVER INVESTORS: PANW position timeline

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

MAD RIVER INVESTORS held 5,484 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,484 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,870,154.

    13F-HR 0001384484-26-000006 filed by MAD RIVER INVESTORS
    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 5,484 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $879,195.

    13F-HR 0001384484-26-000004 filed by MAD RIVER INVESTORS
    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 5,484 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,010,153.

    13F-HR 0001384484-26-000002 filed by MAD RIVER INVESTORS
    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 5,484 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,116,653.

    13F-HR 0001384484-25-000009 filed by MAD RIVER INVESTORS
    Filed (acceptance time not in the bulk data set), ingested

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