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MISSION WEALTH MANAGEMENT, LP: PANW position timeline

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

MISSION WEALTH MANAGEMENT, LP held 31,241 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,241 shares
    Change vs previous 13F +12,599 shares

    0.13% of the 13F portfolio, value $10,653,988.

    13F-HR 0001172661-26-002692 filed by MISSION 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 18,642 shares
    Change vs previous 13F -3,770 shares

    0.06% of the 13F portfolio, value $2,988,627.

    13F-HR 0001172661-26-002211 filed by MISSION 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 22,412 shares
    Change vs previous 13F -918 shares

    0.08% of the 13F portfolio, value $4,128,361.

    13F-HR 0001172661-26-000497 filed by MISSION 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 23,330 shares
    Change vs previous 13F -7,984 shares

    0.1% of the 13F portfolio, value $4,750,372.

    13F-HR 0001172661-25-004574 filed by MISSION 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 31,314 shares
    Change vs previous 13F -402 shares

    0.14% of the 13F portfolio, value $6,408,136.

    13F-HR 0001172661-25-002879 filed by MISSION 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 31,716 shares
    Change vs previous 13F +1,704 shares

    0.14% of the 13F portfolio, value $5,411,964.

    13F-HR 0001085146-25-002181 filed by MISSION 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 30,012 shares
    Change vs previous 13F +17,496 shares

    0.13% of the 13F portfolio, value $5,460,944.

    13F-HR 0001085146-25-000853 filed by MISSION 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 12,516 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,277,922.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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