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Disclosery

SFMG, LLC: PANW position timeline

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

SFMG, LLC held 34,942 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,942 shares
    Change vs previous 13F -725 shares

    0.73% of the 13F portfolio, value $11,915,883.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 35,667 shares
    Change vs previous 13F +1,022 shares

    0.39% of the 13F portfolio, value $5,718,078.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 34,645 shares
    Change vs previous 13F -790 shares

    0.43% of the 13F portfolio, value $6,381,604.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 35,435 shares
    Change vs previous 13F +1,247 shares

    0.5% of the 13F portfolio, value $7,215,269.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 34,188 shares
    Change vs previous 13F +556 shares

    0.53% of the 13F portfolio, value $6,996,227.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 33,632 shares
    Change vs previous 13F +71 shares

    0.45% of the 13F portfolio, value $5,738,960.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 33,561 shares
    Change vs previous 13F +16,725 shares

    0.48% of the 13F portfolio, value $6,106,697.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 16,836 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,754,486.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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