Wills Financial Group LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group LLC on PANW, newest first. How the timeline and the estimate are built.
Wills Financial Group LLC held 45,182 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 45,182 sharesChange vs previous 13F -4,325 shares
5.61% of the 13F portfolio, value $15,407,966.
13F-HR 0002059579-26-000005 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,507 sharesChange vs previous 13F +1,025 shares
4.25% of the 13F portfolio, value $11,277,200.
13F-HR 0002059579-26-000002 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,482 sharesChange vs previous 13F +1,188 shares
3.41% of the 13F portfolio, value $8,930,384.
13F-HR 0002059579-26-000001 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,294 sharesChange vs previous 13F -49 shares
3.95% of the 13F portfolio, value $9,630,004.
13F-HR 0002059579-25-000007 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,343 sharesChange vs previous 13F -538 shares
4.21% of the 13F portfolio, value $9,688,272.
13F-HR 0002059579-25-000004 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,881 sharesChange vs previous 13F not available
3.62% of the 13F portfolio, value $8,170,428.
13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).