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Steward Partners Investment Advisory, LLC: PANW position timeline

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

Steward Partners Investment Advisory, LLC held 222,654 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 222,654 shares
    Change vs previous 13F -202,824 shares

    0.39% of the 13F portfolio, value $75,929,309.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 425,478 shares
    Change vs previous 13F +16,087 shares

    0.35% of the 13F portfolio, value $68,212,580.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 409,391 shares
    Change vs previous 13F -36,645 shares

    0.41% of the 13F portfolio, value $75,409,762.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 446,036 shares
    Change vs previous 13F +279,713 shares

    0.52% of the 13F portfolio, value $90,821,784.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 166,323 shares
    Change vs previous 13F +10,815 shares

    0.27% of the 13F portfolio, value $34,036,338.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 155,508 shares
    Change vs previous 13F +602 shares

    0.23% of the 13F portfolio, value $26,535,885.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 154,906 shares
    Change vs previous 13F +80,306 shares

    0.25% of the 13F portfolio, value $28,186,696.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 74,600 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $25,498,280.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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