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Montz Harcus Wealth Management LLC: PANW position timeline

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

Montz Harcus Wealth Management LLC held 1,864 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,864 shares
    Change vs previous 13F +71 shares

    0.26% of the 13F portfolio, value $740,586.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,793 shares
    Change vs previous 13F +387 shares

    0.22% of the 13F portfolio, value $611,449.

    13F-HR 0002085853-26-000855 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,406 shares
    Change vs previous 13F +1,406 shares

    0.09% of the 13F portfolio, value $225,410.

    13F-HR 0002085853-26-000518 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,038 shares

    13F-HR 0002085853-26-000067 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 1,038 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $211,358.

    13F-HR 0002085853-25-000117 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,038 shares
    Change vs previous 13F -408 shares

    0.1% of the 13F portfolio, value $212,416.

    13F-HR 0001667731-25-000896 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,446 shares
    Change vs previous 13F -180 shares

    0.13% of the 13F portfolio, value $246,745.

    13F-HR 0001667731-25-000468 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,626 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $295,867.

    13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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