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Disclosery

RMR Wealth Builders: PANW position timeline

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

RMR Wealth Builders held 23,435 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,435 shares
    Change vs previous 13F +3,963 shares

    0.5% of the 13F portfolio, value $7,991,634.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 19,472 shares
    Change vs previous 13F +4,643 shares

    0.25% of the 13F portfolio, value $3,121,671.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 14,829 shares
    Change vs previous 13F +2,495 shares

    0.22% of the 13F portfolio, value $2,731,490.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 12,334 shares
    Change vs previous 13F +8,159 shares

    0.21% of the 13F portfolio, value $2,511,436.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 4,175 shares
    Change vs previous 13F -71 shares

    0.08% of the 13F portfolio, value $854,399.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 4,246 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $724,560.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 4,168 shares
    Change vs previous 13F +2,056 shares

    0.08% of the 13F portfolio, value $758,433.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 2,112 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $721,904.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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