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Disclosery

TFR Capital, LLC.: PANW position timeline

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

TFR Capital, LLC. held 11,706 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,706 shares
    Change vs previous 13F +17 shares

    1.12% of the 13F portfolio, value $3,991,980.

    13F-HR 0001765380-26-000301 filed by TFR Capital, 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 11,689 shares
    Change vs previous 13F -284 shares

    0.58% of the 13F portfolio, value $1,873,980.

    13F-HR 0001765380-26-000141 filed by TFR Capital, 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 11,973 shares
    Change vs previous 13F +204 shares

    0.73% of the 13F portfolio, value $2,205,427.

    13F-HR 0001765380-26-000035 filed by TFR Capital, 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 11,769 shares
    Change vs previous 13F +93 shares

    0.8% of the 13F portfolio, value $2,396,404.

    13F-HR 0001765380-25-000435 filed by TFR Capital, 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/A 11,676 shares
    Change vs previous 13F +648 shares

    0.87% of the 13F portfolio, value $2,389,377.

    13F-HR/A 0001765380-25-000262 filed by TFR Capital, 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 11,028 shares
    Change vs previous 13F -912 shares

    0.78% of the 13F portfolio, value $1,881,818.

    13F-HR 0001765380-25-000159 filed by TFR Capital, 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 11,940 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,172,602.

    13F-HR 0001765380-25-000135 filed by TFR Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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