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Pinion Investment Advisors, LLC: PANW position timeline

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

Pinion Investment Advisors, LLC held 1,599 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,599 shares
    Change vs previous 13F +263 shares

    0.1% of the 13F portfolio, value $545,291.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 ended2026-03-31
    13F 1,336 shares
    Change vs previous 13F -5,820 shares

    0.05% of the 13F portfolio, value $214,188.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 ended2025-12-31
    13F 7,156 shares
    Change vs previous 13F +337 shares

    0.32% of the 13F portfolio, value $1,318,135.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 ended2025-09-30
    13F 6,819 shares
    Change vs previous 13F +5,793 shares

    0.4% of the 13F portfolio, value $1,480,473.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 ended2025-06-30
    13F 1,026 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $209,961.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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