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Omnia Family Wealth, LLC: PANW position timeline

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

Omnia Family Wealth, LLC held 1,025 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,025 shares
    Change vs previous 13F +1,025 shares

    0.09% of the 13F portfolio, value $349,546.

    13F-HR 0001951757-26-000959 filed by Omnia Family 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,199 shares

    13F-HR 0001951757-26-000193 filed by Omnia Family Wealth, 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.

  3. period ended2025-09-30
    13F 1,199 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $244,140.

    13F-HR 0001951757-25-001299 filed by Omnia Family 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 ended2025-06-30
    13F 1,346 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $275,445.

    13F-HR 0001951757-25-000973 filed by Omnia Family 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 ended2025-03-31
    13F 1,318 shares
    Change vs previous 13F -480 shares

    0.09% of the 13F portfolio, value $224,904.

    13F-HR 0001951757-25-000438 filed by Omnia Family 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 ended2024-12-31
    13F/A 1,798 shares
    Change vs previous 13F +904 shares

    0.14% of the 13F portfolio, value $327,164.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family 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 ended2024-09-30
    13F 894 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $305,569.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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