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Disclosery

WCG Wealth Advisors LLC: PANW position timeline

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

WCG Wealth Advisors LLC held 23,504 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 23,504 shares
    Change vs previous 13F -5,472 shares

    0.19% of the 13F portfolio, value $8,015,391.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 28,976 shares
    Change vs previous 13F -4,840 shares

    0.13% of the 13F portfolio, value $4,645,409.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 33,816 shares
    Change vs previous 13F +21,453 shares

    0.17% of the 13F portfolio, value $6,228,913.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 12,363 shares
    Change vs previous 13F +802 shares

    0.16% of the 13F portfolio, value $2,517,356.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 11,561 shares
    Change vs previous 13F -3,846 shares

    0.15% of the 13F portfolio, value $2,365,842.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 15,407 shares
    Change vs previous 13F +648 shares

    0.2% of the 13F portfolio, value $2,629,064.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 14,759 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,686,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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