Wealth Dimensions Group, Ltd.: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Dimensions Group, Ltd. on PANW, newest first. How the timeline and the estimate are built.
Wealth Dimensions Group, Ltd. held 1,301 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,301 sharesChange vs previous 13F +44 shares
0.08% of the 13F portfolio, value $443,635.
13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,257 sharesChange vs previous 13F -17 shares
0.04% of the 13F portfolio, value $201,479.
13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,274 sharesChange vs previous 13F -10 shares
0.05% of the 13F portfolio, value $234,621.
13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,284 sharesChange vs previous 13F +151 shares
0.05% of the 13F portfolio, value $261,394.
13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,133 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $231,802.
13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).