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Disclosery

Venturi Wealth Management, LLC: PANW position timeline

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

Venturi Wealth Management, LLC held 32,855 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,855 shares
    Change vs previous 13F +1,978 shares

    0.43% of the 13F portfolio, value $11,204,043.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, 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 30,877 shares
    Change vs previous 13F +10,097 shares

    0.22% of the 13F portfolio, value $4,950,121.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, 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 20,780 shares
    Change vs previous 13F +710 shares

    0.17% of the 13F portfolio, value $3,827,585.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, 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 20,070 shares
    Change vs previous 13F +3,147 shares

    0.19% of the 13F portfolio, value $4,086,552.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, 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 16,923 shares
    Change vs previous 13F +1,327 shares

    0.17% of the 13F portfolio, value $3,463,021.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 15,596 shares
    Change vs previous 13F +1,372 shares

    0.14% of the 13F portfolio, value $2,661,302.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 14,224 shares
    Change vs previous 13F +7,717 shares

    0.13% of the 13F portfolio, value $2,588,200.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 6,507 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,224,093.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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