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Disclosery

TrinityPoint Wealth, LLC: PANW position timeline

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

TrinityPoint Wealth, LLC held 20,382 PANW shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,382 shares
    Change vs previous 13F +10,255 shares

    0.52% of the 13F portfolio, value $3,708,709.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,127 shares
    Change vs previous 13F +10 shares

    0.5% of the 13F portfolio, value $3,461,409.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,117 shares
    Change vs previous 13F +95 shares

    0.54% of the 13F portfolio, value $3,429,764.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,022 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,847,551.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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