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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on PANW, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 133,772 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,772 shares
    Change vs previous 13F -5,218 shares

    3.25% of the 13F portfolio, value $45,619,023.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 138,990 shares
    Change vs previous 13F +105,240 shares

    1.8% of the 13F portfolio, value $22,282,922.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 33,750 shares
    Change vs previous 13F +678 shares

    0.48% of the 13F portfolio, value $6,216,706.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 33,072 shares
    Change vs previous 13F -180 shares

    0.55% of the 13F portfolio, value $6,734,121.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 33,252 shares
    Change vs previous 13F -830 shares

    0.58% of the 13F portfolio, value $6,804,690.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 34,082 shares
    Change vs previous 13F -750 shares

    0.52% of the 13F portfolio, value $5,815,753.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 34,832 shares
    Change vs previous 13F +18,681 shares

    0.56% of the 13F portfolio, value $6,338,031.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 16,151 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,520,412.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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