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Disclosery

WEALTH ALLIANCE, LLC: PANW position timeline

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

WEALTH ALLIANCE, LLC held 8,678 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,678 shares
    Change vs previous 13F -1,019 shares

    0.25% of the 13F portfolio, value $2,959,228.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 9,697 shares
    Change vs previous 13F +962 shares

    0.15% of the 13F portfolio, value $1,554,586.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 8,735 shares
    Change vs previous 13F -89 shares

    0.16% of the 13F portfolio, value $1,608,956.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 8,824 shares
    Change vs previous 13F +438 shares

    0.18% of the 13F portfolio, value $1,796,709.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 8,386 shares
    Change vs previous 13F +150 shares

    0.19% of the 13F portfolio, value $1,716,038.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 8,236 shares
    Change vs previous 13F -266 shares

    0.17% of the 13F portfolio, value $1,405,330.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 8,502 shares
    Change vs previous 13F +3,928 shares

    0.18% of the 13F portfolio, value $1,547,024.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 4,574 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,563,393.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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