WT Wealth Management: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on PANW, newest first. How the timeline and the estimate are built.
WT Wealth Management held 1,030 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,030 sharesChange vs previous 13F -336 shares
0.1% of the 13F portfolio, value $351,251.
13F-HR 0001780507-26-000004 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,366 sharesChange vs previous 13F +158 shares
0.07% of the 13F portfolio, value $219,008.
13F-HR 0001780507-26-000003 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,208 sharesChange vs previous 13F +26 shares
0.06% of the 13F portfolio, value $222,527.
13F-HR 0001780507-26-000001 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,182 sharesChange vs previous 13F +82 shares
0.07% of the 13F portfolio, value $240,693.
13F-HR 0001780507-25-000012 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,100 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $225,118.
13F-HR 0001780507-25-000011 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).