Rooted Wealth Advisors, Inc.: PANW position timeline

Rooted Wealth Advisors, Inc. held 1,514 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,514 shares

   Change vs previous 13F -402 shares

   0.13% of the 13F portfolio, value $516,304.

   13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,916 shares

   Change vs previous 13F -548 shares

   0.09% of the 13F portfolio, value $324,877.

   13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,464 shares

   Change vs previous 13F +191 shares

   0.12% of the 13F portfolio, value $410,798.

   13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,273 shares

   Change vs previous 13F +1,156 shares

   0.14% of the 13F portfolio, value $470,943.

   13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,117 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $209,315.

   13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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