Western Pacific Wealth Management, LP: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Pacific Wealth Management, LP on PANW, newest first. How the timeline and the estimate are built.
Western Pacific Wealth Management, LP held 2,220 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,220 sharesChange vs previous 13F 0 shares
0.68% of the 13F portfolio, value $757,064.
13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,220 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $355,910.
13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,220 sharesChange vs previous 13F 0 shares
0.4% of the 13F portfolio, value $408,924.
13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,220 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $452,036.
13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,220 sharesChange vs previous 13F -630 shares
0.44% of the 13F portfolio, value $454,301.
13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,850 sharesChange vs previous 13F -412 shares
0.44% of the 13F portfolio, value $486,324.
13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,262 sharesChange vs previous 13F +1,498 shares
0.48% of the 13F portfolio, value $593,554.
13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,764 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $602,935.
13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).