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Disclosery

VESTIA PERSONAL WEALTH ADVISORS: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on PANW, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 933 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 933 shares
    Change vs previous 13F +933 shares

    0.12% of the 13F portfolio, value $318,172.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,071 shares

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 1,071 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $218,077.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL 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 ended2025-06-30
    13F 1,072 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,374.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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