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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

  1. period ended2026-06-30
    13F 1,030 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,366 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,208 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,182 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,100 shares
    Change 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), ingested

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