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Waverly Advisors, LLC: PANW position timeline

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

Waverly Advisors, LLC held 95,594 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 95,594 shares
    Change vs previous 13F -30,536 shares

    0.19% of the 13F portfolio, value $32,599,466.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 126,130 shares
    Change vs previous 13F +25,343 shares

    0.15% of the 13F portfolio, value $20,221,162.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 100,787 shares
    Change vs previous 13F +40,570 shares

    0.15% of the 13F portfolio, value $18,564,966.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 60,217 shares
    Change vs previous 13F +8,392 shares

    0.12% of the 13F portfolio, value $12,261,288.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 51,825 shares
    Change vs previous 13F +1,795 shares

    0.12% of the 13F portfolio, value $10,605,370.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 50,030 shares
    Change vs previous 13F +43,382 shares

    0.1% of the 13F portfolio, value $8,537,037.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 6,648 shares
    Change vs previous 13F +5,331 shares

    0.02% of the 13F portfolio, value $1,209,583.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 1,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $450,239.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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