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Disclosery

TRUE Private Wealth Advisors: PANW position timeline

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

TRUE Private Wealth Advisors held 6,586 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,586 shares
    Change vs previous 13F -12 shares

    0.19% of the 13F portfolio, value $2,245,982.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 6,598 shares
    Change vs previous 13F -380 shares

    0.1% of the 13F portfolio, value $1,057,803.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 6,978 shares
    Change vs previous 13F -124 shares

    0.13% of the 13F portfolio, value $1,285,364.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 7,102 shares
    Change vs previous 13F -89 shares

    0.15% of the 13F portfolio, value $1,446,128.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 7,191 shares
    Change vs previous 13F -268 shares

    0.17% of the 13F portfolio, value $1,471,585.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 7,459 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $1,272,819.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 7,437 shares
    Change vs previous 13F +3,716 shares

    0.16% of the 13F portfolio, value $1,353,253.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 3,721 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,272,024.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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