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Plotkin Financial Advisors, LLC: PANW position timeline

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

Plotkin Financial Advisors, LLC held 5,298 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,298 shares
    Change vs previous 13F -60 shares

    0.75% of the 13F portfolio, value $1,806,723.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial 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 5,358 shares
    Change vs previous 13F +478 shares

    0.43% of the 13F portfolio, value $858,994.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial 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 4,880 shares
    Change vs previous 13F +226 shares

    0.44% of the 13F portfolio, value $898,896.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial 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 4,654 shares
    Change vs previous 13F +1,319 shares

    0.47% of the 13F portfolio, value $947,647.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial 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 3,335 shares
    Change vs previous 13F +174 shares

    0.38% of the 13F portfolio, value $682,474.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial 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 ended2025-03-31
    13F 3,161 shares
    Change vs previous 13F +881 shares

    0.33% of the 13F portfolio, value $539,393.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial 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 ended2024-12-31
    13F 2,280 shares
    Change vs previous 13F +1,389 shares

    0.25% of the 13F portfolio, value $414,868.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial 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 ended2024-09-30
    13F 891 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $304,544.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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