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PALO ALTO WEALTH ADVISORS, LLC: GOOGL position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 190,266 GOOGL 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 190,266 shares
    Change vs previous 13F -4,038 shares

    16.15% of the 13F portfolio, value $55,426,425.

    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 194,304 shares
    Change vs previous 13F -68,595 shares

    12.95% of the 13F portfolio, value $34,242,211.

    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 262,899 shares
    Change vs previous 13F -6,960 shares

    16.36% of the 13F portfolio, value $41,940,259.

    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 269,859 shares
    Change vs previous 13F +14,796 shares

    17.93% of the 13F portfolio, value $51,084,352.

    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 255,063 shares
    Change vs previous 13F +208,464 shares

    17.32% of the 13F portfolio, value $41,848,239.

    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 46,599 shares
    Change vs previous 13F -298 shares

    5.87% of the 13F portfolio, value $8,488,091.

    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 46,897 shares
    Change vs previous 13F +1 shares

    4.99% of the 13F portfolio, value $7,078,164.

    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 46,896 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $6,550,902.

    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).