Tradition Wealth Management, LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on PANW, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 6,530 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,530 sharesChange vs previous 13F -114 shares
0.14% of the 13F portfolio, value $2,226,861.
13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,644 sharesChange vs previous 13F -894 shares
0.08% of the 13F portfolio, value $1,065,166.
13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,538 sharesChange vs previous 13F +81 shares
0.1% of the 13F portfolio, value $1,388,500.
13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,457 sharesChange vs previous 13F +533 shares
0.11% of the 13F portfolio, value $1,518,394.
13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,924 sharesChange vs previous 13F +40 shares
0.11% of the 13F portfolio, value $1,416,927.
13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,884 sharesChange vs previous 13F +32 shares
0.1% of the 13F portfolio, value $1,174,686.
13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,852 sharesChange vs previous 13F +3,189 shares
0.11% of the 13F portfolio, value $1,246,790.
13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,663 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,252,013.
13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).