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Disclosery

ROI Financial Advisors, LLC: PANW position timeline

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

ROI Financial Advisors, LLC held 26,247 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 26,247 shares
    Change vs previous 13F -784 shares

    4.63% of the 13F portfolio, value $8,950,586.

    13F-HR 0001941040-26-000606 filed by ROI 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 27,031 shares
    Change vs previous 13F -190 shares

    2.59% of the 13F portfolio, value $4,333,532.

    13F-HR 0001941040-26-000371 filed by ROI 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 27,221 shares
    Change vs previous 13F -207 shares

    2.88% of the 13F portfolio, value $5,014,019.

    13F-HR 0001941040-26-000135 filed by ROI 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 27,428 shares
    Change vs previous 13F -225 shares

    3.33% of the 13F portfolio, value $5,584,790.

    13F-HR 0001941040-25-000608 filed by ROI 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 27,653 shares
    Change vs previous 13F +718 shares

    3.6% of the 13F portfolio, value $5,658,810.

    13F-HR 0001941040-25-000430 filed by ROI 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 26,935 shares
    Change vs previous 13F +298 shares

    3.34% of the 13F portfolio, value $4,596,105.

    13F-HR 0001941040-25-000272 filed by ROI 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 26,637 shares
    Change vs previous 13F +13,040 shares

    3.3% of the 13F portfolio, value $4,846,780.

    13F-HR 0001941040-25-000145 filed by ROI 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 13,597 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $4,647,288.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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