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Disclosery

PETERSON WEALTH MANAGEMENT: PANW position timeline

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

PETERSON WEALTH MANAGEMENT held 0 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -11,104 shares

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    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.

  2. period ended2026-03-31
    13F 11,104 shares
    Change vs previous 13F +1,503 shares

    1.03% of the 13F portfolio, value $1,780,193.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    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 9,601 shares
    Change vs previous 13F +2,102 shares

    1.31% of the 13F portfolio, value $1,768,504.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    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 7,499 shares
    Change vs previous 13F -8,541 shares

    1.06% of the 13F portfolio, value $1,526,946.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    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 16,040 shares
    Change vs previous 13F -2,685 shares

    1.95% of the 13F portfolio, value $3,282,426.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    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 18,725 shares
    Change vs previous 13F -365 shares

    2.15% of the 13F portfolio, value $3,195,234.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    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 19,090 shares
    Change vs previous 13F +9,724 shares

    2.07% of the 13F portfolio, value $3,473,616.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    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 9,366 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $3,201,299.

    13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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