Skip to content
Disclosery

SOA Wealth Advisors, LLC.: PANW position timeline

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

SOA Wealth Advisors, LLC. held 17,224 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,224 shares
    Change vs previous 13F -2,675 shares

    0.36% of the 13F portfolio, value $2,138,269.

    13F-HR 0001376474-26-000503 filed by SOA Wealth 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 19,899 shares
    Change vs previous 13F +2,278 shares

    0.28% of the 13F portfolio, value $1,462,860.

    13F-HR 0001376474-26-000388 filed by SOA Wealth 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 17,621 shares
    Change vs previous 13F -176 shares

    0.21% of the 13F portfolio, value $1,259,534.

    13F-HR 0001376474-26-000055 filed by SOA Wealth 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 17,797 shares
    Change vs previous 13F +618 shares

    0.24% of the 13F portfolio, value $1,427,019.

    13F-HR 0001376474-25-000852 filed by SOA Wealth 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 17,179 shares
    Change vs previous 13F +467 shares

    0.25% of the 13F portfolio, value $1,307,646.

    13F-HR 0001376474-25-000638 filed by SOA Wealth 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 16,712 shares
    Change vs previous 13F +10,398 shares

    0.22% of the 13F portfolio, value $1,054,061.

    13F-HR 0001376474-25-000332 filed by SOA Wealth 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 6,314 shares
    Change vs previous 13F +3,708 shares

    0.21% of the 13F portfolio, value $1,148,895.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth 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/A 2,606 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $890,731.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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