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
- period ended2026-06-3013F 15,673 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,187 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,628 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,720 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,092 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,326 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,761 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,689 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).