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Wealthspire Advisors, LLC: PANW position timeline

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

Wealthspire Advisors, LLC held 25,801 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,801 shares
    Change vs previous 13F +8,719 shares

    0.05% of the 13F portfolio, value $8,798,687.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 17,082 shares
    Change vs previous 13F -2,831 shares

    0.02% of the 13F portfolio, value $2,738,634.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 19,913 shares
    Change vs previous 13F +5,260 shares

    0.03% of the 13F portfolio, value $3,667,914.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 14,653 shares
    Change vs previous 13F -434 shares

    0.02% of the 13F portfolio, value $2,983,645.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 15,087 shares
    Change vs previous 13F +1,407 shares

    0.02% of the 13F portfolio, value $3,087,428.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 13,680 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $2,334,355.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 13,742 shares
    Change vs previous 13F +7,330 shares

    0.02% of the 13F portfolio, value $2,500,495.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 6,412 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,191,622.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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