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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC on PANW, newest first. How the timeline and the estimate are built.

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 18,159 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,159 shares
    Change vs previous 13F -757 shares

    1.18% of the 13F portfolio, value $6,190,959.

    13F-HR 0001794153-26-000004 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 18,916 shares
    Change vs previous 13F -287 shares

    0.63% of the 13F portfolio, value $3,031,539.

    13F-HR 0001794153-26-000003 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 19,203 shares
    Change vs previous 13F -43 shares

    0.73% of the 13F portfolio, value $3,537,193.

    13F-HR 0001794153-26-000002 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 19,246 shares
    Change vs previous 13F -159 shares

    0.83% of the 13F portfolio, value $3,918,871.

    13F-HR 0001794153-25-000003 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 19,405 shares
    Change vs previous 13F +12,712 shares

    0.9% of the 13F portfolio, value $3,970,307.

    13F-HR 0001085146-25-004703 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 6,693 shares
    Change vs previous 13F +730 shares

    0.27% of the 13F portfolio, value $1,142,475.

    13F-HR 0001085146-25-002535 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 5,963 shares
    Change vs previous 13F +3,326 shares

    0.27% of the 13F portfolio, value $1,085,027.

    13F-HR 0001085146-25-000895 filed by SCHWARZ DYGOS WHEELER INVESTMENT 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 2,637 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $900,782.

    13F-HR 0001085146-24-005454 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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