Skip to content

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

  1. period ended2026-06-30
    13F 45,182 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 49,507 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 48,482 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 47,294 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 47,343 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 47,881 shares
    Change 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), ingested

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