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Werlinich Asset Management, LLC: PANW position timeline

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

Werlinich Asset Management, LLC held 9,619 PANW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,619 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $3,821,725.

    13F-HR 0001951757-26-001654 filed by Werlinich Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,619 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,280,271.

    13F-HR 0001951757-26-000949 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,619 shares
    Change vs previous 13F +1,212 shares

    0.75% of the 13F portfolio, value $1,542,118.

    13F-HR 0001951757-26-000544 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,407 shares
    Change vs previous 13F +103 shares

    0.77% of the 13F portfolio, value $1,570,848.

    13F-HR 0001951757-26-000009 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,304 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,690,860.

    13F-HR 0001085146-25-005811 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,304 shares
    Change vs previous 13F -50 shares

    0.93% of the 13F portfolio, value $1,699,331.

    13F-HR 0001085146-25-003680 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,354 shares
    Change vs previous 13F +50 shares

    0.91% of the 13F portfolio, value $1,425,527.

    13F-HR 0001085146-25-002087 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,304 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,529,597.

    13F-HR 0001085146-25-000215 filed by Werlinich Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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