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RFG Advisory, LLC: PANW position timeline

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

RFG Advisory, LLC held 7,119 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,119 shares
    Change vs previous 13F -4,215 shares

    0.04% of the 13F portfolio, value $2,427,604.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 11,334 shares
    Change vs previous 13F -8,738 shares

    0.03% of the 13F portfolio, value $1,816,990.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 20,072 shares
    Change vs previous 13F +601 shares

    0.07% of the 13F portfolio, value $3,697,176.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 19,471 shares
    Change vs previous 13F +1,204 shares

    0.08% of the 13F portfolio, value $3,964,614.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 18,267 shares
    Change vs previous 13F +263 shares

    0.09% of the 13F portfolio, value $3,738,229.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 18,004 shares
    Change vs previous 13F +833 shares

    0.08% of the 13F portfolio, value $3,072,126.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 17,171 shares
    Change vs previous 13F +9,941 shares

    0.09% of the 13F portfolio, value $3,124,430.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 7,230 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,471,189.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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