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Disclosery

SFE Investment Counsel: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFE Investment Counsel on PANW, newest first. How the timeline and the estimate are built.

SFE Investment Counsel held 80,533 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,533 shares
    Change vs previous 13F -4,013 shares

    3.78% of the 13F portfolio, value $27,463,364.

    13F-HR 0001317784-26-000003 filed by SFE Investment Counsel
    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 84,546 shares
    Change vs previous 13F +5,212 shares

    2.17% of the 13F portfolio, value $13,554,415.

    13F-HR 0001317784-26-000002 filed by SFE Investment Counsel
    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 79,334 shares
    Change vs previous 13F +2,374 shares

    2.28% of the 13F portfolio, value $14,613,323.

    13F-HR 0001317784-26-000001 filed by SFE Investment Counsel
    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 76,960 shares
    Change vs previous 13F +1,337 shares

    2.5% of the 13F portfolio, value $15,670,595.

    13F-HR 0001317784-25-000003 filed by SFE Investment Counsel
    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 75,623 shares
    Change vs previous 13F +2,698 shares

    2.72% of the 13F portfolio, value $15,475,491.

    13F-HR 0001085146-25-004662 filed by SFE Investment Counsel
    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 72,925 shares
    Change vs previous 13F +2,959 shares

    2.49% of the 13F portfolio, value $12,443,922.

    13F-HR 0001085146-25-002652 filed by SFE Investment Counsel
    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 69,966 shares
    Change vs previous 13F +33,725 shares

    2.7% of the 13F portfolio, value $12,731,013.

    13F-HR 0001085146-25-000626 filed by SFE Investment Counsel
    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 36,241 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $12,387,174.

    13F-HR 0001085146-24-005141 filed by SFE Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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