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Disclosery

Westwood Wealth Management: PANW position timeline

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

Westwood Wealth Management held 14,000 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,000 shares
    Change vs previous 13F -300 shares

    1.38% of the 13F portfolio, value $4,774,280.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 14,300 shares
    Change vs previous 13F +14,300 shares

    0.9% of the 13F portfolio, value $2,292,576.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 0 shares
    Change vs previous 13F -15,056 shares

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 15,056 shares
    Change vs previous 13F -11,290 shares

    1.12% of the 13F portfolio, value $3,065,703.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 26,346 shares
    Change vs previous 13F -1,100 shares

    1.81% of the 13F portfolio, value $5,391,445.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 27,446 shares
    Change vs previous 13F +100 shares

    2.02% of the 13F portfolio, value $4,683,385.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 27,346 shares
    Change vs previous 13F +13,668 shares

    1.8% of the 13F portfolio, value $4,975,878.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 13,678 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,675,140.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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