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Rockline Wealth Management, LLC: PANW position timeline

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

Rockline Wealth Management, LLC held 23,348 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 23,348 shares
    Change vs previous 13F -3,950 shares

    1.52% of the 13F portfolio, value $7,962,097.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 27,298 shares
    Change vs previous 13F -1,055 shares

    0.95% of the 13F portfolio, value $4,376,417.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, 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 28,353 shares
    Change vs previous 13F +2,006 shares

    1.06% of the 13F portfolio, value $5,222,632.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, 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 26,347 shares
    Change vs previous 13F +2,610 shares

    1.11% of the 13F portfolio, value $5,364,771.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, 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 23,737 shares
    Change vs previous 13F +1,598 shares

    1.15% of the 13F portfolio, value $4,857,551.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 22,139 shares
    Change vs previous 13F +10,390 shares

    1.05% of the 13F portfolio, value $3,777,811.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, 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 11,749 shares
    Change vs previous 13F +6,091 shares

    0.57% of the 13F portfolio, value $2,137,871.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 5,658 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,933,912.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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