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Disclosery

NewEdge Wealth, LLC: PANW position timeline

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

NewEdge Wealth, LLC held 56,508 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,508 shares
    Change vs previous 13F +536 shares

    0.19% of the 13F portfolio, value $19,270,292.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 55,972 shares
    Change vs previous 13F -28,679 shares

    0.11% of the 13F portfolio, value $8,973,393.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 84,651 shares
    Change vs previous 13F +1,078 shares

    0.18% of the 13F portfolio, value $15,592,714.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 83,573 shares
    Change vs previous 13F +21,241 shares

    0.26% of the 13F portfolio, value $17,816,092.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 62,332 shares
    Change vs previous 13F -4,081 shares

    0.16% of the 13F portfolio, value $10,478,045.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 66,413 shares
    Change vs previous 13F +462 shares

    0.21% of the 13F portfolio, value $11,332,663.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 65,951 shares
    Change vs previous 13F +36,135 shares

    0.21% of the 13F portfolio, value $12,000,444.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 29,816 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $10,191,109.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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