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Disclosery

Summit Financial, LLC: PANW position timeline

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

Summit Financial, LLC held 29,633 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,633 shares
    Change vs previous 13F -19,338 shares

    0.11% of the 13F portfolio, value $10,105,555.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 48,971 shares
    Change vs previous 13F +27,678 shares

    0.1% of the 13F portfolio, value $7,851,003.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 21,293 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $3,922,171.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 21,543 shares
    Change vs previous 13F +3,872 shares

    0.07% of the 13F portfolio, value $4,386,586.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 17,671 shares
    Change vs previous 13F +2,261 shares

    0.08% of the 13F portfolio, value $3,616,193.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 15,410 shares
    Change vs previous 13F -504 shares

    0.07% of the 13F portfolio, value $2,629,562.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 15,914 shares
    Change vs previous 13F +7,811 shares

    0.1% of the 13F portfolio, value $2,895,711.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 8,103 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,769,605.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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