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Schrum Private Wealth Management LLC: PANW position timeline

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

Schrum Private Wealth Management LLC held 2,706 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,706 shares
    Change vs previous 13F -6,060 shares

    0.94% of the 13F portfolio, value $917,963.

    13F-HR 0001914987-26-000003 filed by Schrum Private 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 8,766 shares
    Change vs previous 13F -175 shares

    1.07% of the 13F portfolio, value $1,405,393.

    13F-HR 0001914987-26-000002 filed by Schrum Private 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 8,941 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $1,646,939.

    13F-HR 0001914987-26-000001 filed by Schrum Private 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 8,941 shares
    Change vs previous 13F +26 shares

    1.34% of the 13F portfolio, value $1,820,574.

    13F-HR 0001914987-25-000004 filed by Schrum Private 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 8,915 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $1,824,373.

    13F-HR 0001085146-25-004091 filed by Schrum Private 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 8,915 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,521,262.

    13F-HR 0001085146-25-002559 filed by Schrum Private 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 8,915 shares
    Change vs previous 13F +4,117 shares

    1.37% of the 13F portfolio, value $1,622,180.

    13F-HR 0001085146-25-000871 filed by Schrum Private 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 4,798 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,639,956.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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