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Valeo Financial Advisors, LLC: PANW position timeline

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

Valeo Financial Advisors, LLC held 22,780 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,780 shares
    Change vs previous 13F -309 shares

    0.19% of the 13F portfolio, value $9,046,268.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,089 shares
    Change vs previous 13F -2,766 shares

    0.17% of the 13F portfolio, value $7,869,622.

    13F-HR 0001722641-26-000004 filed by Valeo 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 25,855 shares
    Change vs previous 13F -2,655 shares

    0.1% of the 13F portfolio, value $4,142,186.

    13F-HR 0001722641-26-000003 filed by Valeo 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 28,510 shares
    Change vs previous 13F -1,300 shares

    0.12% of the 13F portfolio, value $5,251,627.

    13F-HR 0001722641-26-000001 filed by Valeo 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 29,810 shares
    Change vs previous 13F +413 shares

    0.14% of the 13F portfolio, value $6,069,984.

    13F-HR 0001722641-25-000007 filed by Valeo 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/A 29,397 shares
    Change vs previous 13F -3,370 shares

    0.15% of the 13F portfolio, value $6,032,688.

    13F-HR/A 0001722641-25-000005 filed by Valeo 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 32,767 shares
    Change vs previous 13F +3,357 shares

    0.16% of the 13F portfolio, value $5,592,588.

    13F-HR 0001722641-25-000002 filed by Valeo 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 29,410 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,351,484.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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