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PALO ALTO WEALTH ADVISORS, LLC: GOOG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALO ALTO WEALTH ADVISORS, LLC on GOOG, newest first. How the timeline and the estimate are built.

PALO ALTO WEALTH ADVISORS, LLC held 401,695 GOOG shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 401,695 shares
    Change vs previous 13F -30,404 shares

    34.14% of the 13F portfolio, value $117,190,358.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 432,099 shares
    Change vs previous 13F -3,270 shares

    29% of the 13F portfolio, value $76,649,997.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 435,369 shares
    Change vs previous 13F -3,874 shares

    27.32% of the 13F portfolio, value $70,046,527.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 439,243 shares
    Change vs previous 13F +112,162 shares

    29.35% of the 13F portfolio, value $83,649,503.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 327,081 shares
    Change vs previous 13F +249,329 shares

    22.45% of the 13F portfolio, value $54,230,002.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 77,752 shares
    Change vs previous 13F -5,132 shares

    9.86% of the 13F portfolio, value $14,261,324.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 82,884 shares
    Change vs previous 13F +12,354 shares

    8.9% of the 13F portfolio, value $12,619,994.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 70,530 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $9,939,722.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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