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Disclosery

Sitrin Capital Management LLC: PANW position timeline

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

Sitrin Capital Management LLC held 26,811 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,811 shares
    Change vs previous 13F -11,081 shares

    4.05% of the 13F portfolio, value $9,143,087.

    13F-HR 0001664771-26-000003 filed by Sitrin Capital 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 37,892 shares
    Change vs previous 13F +10,118 shares

    3.04% of the 13F portfolio, value $6,074,845.

    13F-HR 0001664771-26-000002 filed by Sitrin Capital 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 27,774 shares
    Change vs previous 13F +11 shares

    2.43% of the 13F portfolio, value $5,115,971.

    13F-HR 0001664771-26-000001 filed by Sitrin Capital 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 27,763 shares
    Change vs previous 13F -398 shares

    2.71% of the 13F portfolio, value $5,653,102.

    13F-HR 0001664771-25-000003 filed by Sitrin Capital 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 28,161 shares
    Change vs previous 13F -2,529 shares

    2.94% of the 13F portfolio, value $5,762,867.

    13F-HR 0001085146-25-004084 filed by Sitrin Capital 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 30,690 shares
    Change vs previous 13F +261 shares

    2.83% of the 13F portfolio, value $5,236,942.

    13F-HR 0001085146-25-002405 filed by Sitrin Capital 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 30,429 shares
    Change vs previous 13F +15,388 shares

    2.79% of the 13F portfolio, value $5,536,861.

    13F-HR 0001085146-25-000784 filed by Sitrin Capital 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 15,041 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $5,141,014.

    13F-HR 0001085146-24-005186 filed by Sitrin Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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