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Disclosery

Trinity Financial Advisors LLC: PANW position timeline

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

Trinity Financial Advisors LLC held 3,424 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,424 shares
    Change vs previous 13F -200 shares

    0.35% of the 13F portfolio, value $1,360,389.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,624 shares
    Change vs previous 13F -204 shares

    0.32% of the 13F portfolio, value $1,235,856.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 ended2026-03-31
    13F 3,828 shares
    Change vs previous 13F +439 shares

    0.17% of the 13F portfolio, value $613,705.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 ended2025-12-31
    13F 3,389 shares
    Change vs previous 13F +225 shares

    0.17% of the 13F portfolio, value $624,254.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 ended2025-09-30
    13F 3,164 shares
    Change vs previous 13F -201 shares

    0.19% of the 13F portfolio, value $644,254.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 ended2025-06-30
    13F 3,365 shares
    Change vs previous 13F -1,064 shares

    0.21% of the 13F portfolio, value $688,614.

    13F-HR 0001809574-25-000007 filed by Trinity Financial 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 ended2025-03-31
    13F/A 4,429 shares
    Change vs previous 13F -91 shares

    0.26% of the 13F portfolio, value $731,538.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial 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 ended2024-12-31
    13F 4,520 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $816,945.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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