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Disclosery

Wealth Group, Ltd.: PANW position timeline

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

Wealth Group, Ltd. held 3,646 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,646 shares
    Change vs previous 13F +1,316 shares

    0.31% of the 13F portfolio, value $1,243,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 2,330 shares
    Change vs previous 13F +300 shares

    0.35% of the 13F portfolio, value $374,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 2,030 shares
    Change vs previous 13F +168 shares

    0.36% of the 13F portfolio, value $374,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,862 shares
    Change vs previous 13F +1,862 shares

    0.38% of the 13F portfolio, value $381,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,596 shares

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,596 shares
    Change vs previous 13F +819 shares

    0.19% of the 13F portfolio, value $290,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 777 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $266,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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