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Vestmark Advisory Solutions, Inc.: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on PANW, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 64,250 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,250 shares
    Change vs previous 13F +9,101 shares

    0.21% of the 13F portfolio, value $21,910,391.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 55,149 shares
    Change vs previous 13F +8,206 shares

    0.1% of the 13F portfolio, value $8,841,488.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 46,943 shares
    Change vs previous 13F +17,706 shares

    0.12% of the 13F portfolio, value $8,646,900.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 29,237 shares
    Change vs previous 13F +7,127 shares

    0.11% of the 13F portfolio, value $5,953,237.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 22,110 shares
    Change vs previous 13F -14,756 shares

    0.07% of the 13F portfolio, value $4,524,591.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 36,866 shares
    Change vs previous 13F +18,102 shares

    0.16% of the 13F portfolio, value $6,290,814.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 18,764 shares
    Change vs previous 13F +9,783 shares

    0.12% of the 13F portfolio, value $3,414,297.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 8,981 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,069,706.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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