Wealth Management Partners, LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on PANW, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 10,061 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 10,061 sharesChange vs previous 13F +97 shares
0.81% of the 13F portfolio, value $3,431,002.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,964 sharesChange vs previous 13F +258 shares
0.46% of the 13F portfolio, value $1,597,428.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,706 sharesChange vs previous 13F +363 shares
0.51% of the 13F portfolio, value $1,787,845.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,343 sharesChange vs previous 13F +92 shares
0.6% of the 13F portfolio, value $1,902,422.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,251 sharesChange vs previous 13F +219 shares
0.66% of the 13F portfolio, value $1,863,336.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,032 sharesChange vs previous 13F +301 shares
0.71% of the 13F portfolio, value $1,541,220.
13F-HR 0001085146-25-002028 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,731 sharesChange vs previous 13F +4,594 shares
0.69% of the 13F portfolio, value $1,588,693.
13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,137 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $1,414,027.
13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).