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WealthShield Partners, LLC: PANW position timeline

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

WealthShield Partners, LLC held 15,673 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,673 shares
    Change vs previous 13F -2,514 shares

    0.82% of the 13F portfolio, value $5,344,806.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 18,187 shares
    Change vs previous 13F +1,559 shares

    0.32% of the 13F portfolio, value $2,915,740.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 16,628 shares
    Change vs previous 13F +1,908 shares

    0.34% of the 13F portfolio, value $3,062,878.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 14,720 shares
    Change vs previous 13F +628 shares

    0.34% of the 13F portfolio, value $2,997,286.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 14,092 shares
    Change vs previous 13F -11,234 shares

    0.35% of the 13F portfolio, value $2,883,787.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 25,326 shares
    Change vs previous 13F +2,565 shares

    0.56% of the 13F portfolio, value $4,321,629.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 22,761 shares
    Change vs previous 13F +11,072 shares

    0.59% of the 13F portfolio, value $4,141,592.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 11,689 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,995,300.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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