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Disclosery

Plancorp, LLC: PANW position timeline

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

Plancorp, LLC held 4,789 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,789 shares
    Change vs previous 13F +1,074 shares

    0.04% of the 13F portfolio, value $1,581,807.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 3,715 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $578,537.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 3,719 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $685,040.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 3,722 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $757,874.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 3,819 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $781,520.

    13F-HR 0001754960-25-000402 filed by Plancorp, LLC
    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 3,319 shares
    Change vs previous 13F +1,279 shares

    0.02% of the 13F portfolio, value $566,354.

    13F-HR 0001879202-25-000022 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,040 shares
    Change vs previous 13F +1,031 shares

    0.02% of the 13F portfolio, value $371,198.

    13F-HR 0001879202-25-000003 filed by Plancorp, LLC
    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 1,009 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,876.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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