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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: PANW position timeline

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

RICHARDS, MERRILL & PETERSON, INC. held 7,626 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,626 shares
    Change vs previous 13F -103 shares

    0.83% of the 13F portfolio, value $2,600,619.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 7,729 shares
    Change vs previous 13F +1,163 shares

    0.45% of the 13F portfolio, value $1,239,113.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 6,566 shares
    Change vs previous 13F +1,905 shares

    0.46% of the 13F portfolio, value $1,209,457.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 4,661 shares
    Change vs previous 13F +495 shares

    0.41% of the 13F portfolio, value $949,073.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 4,166 shares
    Change vs previous 13F +963 shares

    0.41% of the 13F portfolio, value $852,530.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 3,203 shares
    Change vs previous 13F +325 shares

    0.28% of the 13F portfolio, value $546,560.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 2,878 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $523,681.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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