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Disclosery

Merit Financial Group, LLC: PANW position timeline

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

Merit Financial Group, LLC held 40,098 PANW shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 40,098 shares
    Change vs previous 13F +2,514 shares

    0.08% of the 13F portfolio, value $13,674,284.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 37,584 shares
    Change vs previous 13F -1,686 shares

    0.04% of the 13F portfolio, value $6,025,511.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 39,270 shares
    Change vs previous 13F +2,360 shares

    0.06% of the 13F portfolio, value $7,233,430.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 36,910 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $7,515,645.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 36,971 shares
    Change vs previous 13F +1,997 shares

    0.08% of the 13F portfolio, value $7,565,799.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 34,974 shares
    Change vs previous 13F +7,978 shares

    0.09% of the 13F portfolio, value $5,967,963.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 26,996 shares
    Change vs previous 13F +25,883 shares

    0.09% of the 13F portfolio, value $4,912,192.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 1,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $380,423.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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