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Disclosery

Waldron Private Wealth LLC: PANW position timeline

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

Waldron Private Wealth LLC held 36,313 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 36,313 shares
    Change vs previous 13F +101 shares

    0.43% of the 13F portfolio, value $12,383,458.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 36,212 shares
    Change vs previous 13F -29 shares

    0.23% of the 13F portfolio, value $5,805,507.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 36,241 shares
    Change vs previous 13F +1,842 shares

    0.26% of the 13F portfolio, value $6,675,593.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 34,399 shares
    Change vs previous 13F +300 shares

    0.28% of the 13F portfolio, value $7,004,323.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 34,099 shares
    Change vs previous 13F -589 shares

    0.3% of the 13F portfolio, value $6,978,020.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 34,688 shares
    Change vs previous 13F -1,534 shares

    0.28% of the 13F portfolio, value $5,919,161.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 36,222 shares
    Change vs previous 13F +18,162 shares

    0.27% of the 13F portfolio, value $6,590,959.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 18,060 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,172,909.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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