Stonegate Investment Group, LLC: PANW position timeline

Stonegate Investment Group, LLC held 419,572 PANW shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 419,572 shares

   Change vs previous 13F +12,680 shares

   1.98% of the 13F portfolio, value $85,433,247.

   13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 406,892 shares

   Change vs previous 13F -1,875 shares

   2.09% of the 13F portfolio, value $83,266,441.

   13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 408,767 shares

   Change vs previous 13F -2,634 shares

   1.87% of the 13F portfolio, value $69,752,052.

   13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 411,401 shares

   Change vs previous 13F +194,993 shares

   2% of the 13F portfolio, value $74,858,495.

   13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 216,408 shares

   Change vs previous 13F -4,295 shares

   1.95% of the 13F portfolio, value $73,968,160.

   13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 220,703 shares

   Change vs previous 13F +97,904 shares

   2.17% of the 13F portfolio, value $74,820,430.

   13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 122,799 shares

   Change vs previous 13F +4,557 shares

   1.1% of the 13F portfolio, value $34,890,801.

   13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
   Filed 2024-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 118,242 shares

   Change vs previous 13F not available

   1.16% of the 13F portfolio, value $34,867,248.

   13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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