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Trifecta Capital Advisors, LLC: PANW position timeline

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

Trifecta Capital Advisors, LLC held 70,502 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,502 shares
    Change vs previous 13F -34 shares

    3.1% of the 13F portfolio, value $24,042,593.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, 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 70,536 shares
    Change vs previous 13F +1,458 shares

    1.75% of the 13F portfolio, value $11,308,332.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, 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 69,078 shares
    Change vs previous 13F +1,716 shares

    1.88% of the 13F portfolio, value $12,724,168.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, 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 67,362 shares
    Change vs previous 13F +2,546 shares

    2.09% of the 13F portfolio, value $13,716,251.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, 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 64,816 shares
    Change vs previous 13F +3,597 shares

    2.21% of the 13F portfolio, value $13,263,947.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, 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 61,219 shares
    Change vs previous 13F +592 shares

    2.19% of the 13F portfolio, value $10,446,411.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, 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 60,627 shares
    Change vs previous 13F +31,997 shares

    2.18% of the 13F portfolio, value $11,031,689.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, 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 28,630 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $9,785,734.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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