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Sequoia Financial Advisors, LLC: PANW position timeline

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

Sequoia Financial Advisors, LLC held 108,160 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,160 shares
    Change vs previous 13F -80,361 shares

    0.18% of the 13F portfolio, value $36,884,660.

    13F-HR 0001599900-26-000003 filed by Sequoia 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 188,521 shares
    Change vs previous 13F -32,620 shares

    0.17% of the 13F portfolio, value $30,223,650.

    13F-HR 0001599900-26-000002 filed by Sequoia 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 221,141 shares
    Change vs previous 13F -13,194 shares

    0.23% of the 13F portfolio, value $40,734,112.

    13F-HR 0001599900-26-000001 filed by Sequoia 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 234,335 shares
    Change vs previous 13F +40,241 shares

    0.29% of the 13F portfolio, value $47,715,320.

    13F-HR 0001599900-25-000004 filed by Sequoia 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/A 194,094 shares
    Change vs previous 13F +503 shares

    0.27% of the 13F portfolio, value $39,719,350.

    13F-HR 0001085146-25-004180 filed by Sequoia 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/A 193,591 shares
    Change vs previous 13F -5,087 shares

    0.26% of the 13F portfolio, value $33,034,417.

    13F-HR 0001085146-25-002275 filed by Sequoia 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/A 198,678 shares
    Change vs previous 13F +59,399 shares

    0.35% of the 13F portfolio, value $36,151,397.

    13F-HR/A 0001085146-25-004759 filed by Sequoia 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 139,279 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $47,605,684.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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