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Disclosery

Xcel Wealth Management, LLC: PANW position timeline

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

Xcel Wealth Management, LLC held 22,945 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,945 shares
    Change vs previous 13F -3,598 shares

    1.87% of the 13F portfolio, value $7,824,704.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, 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 26,543 shares
    Change vs previous 13F +333 shares

    1.18% of the 13F portfolio, value $4,255,374.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, 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 26,210 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $4,827,882.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, 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 26,210 shares
    Change vs previous 13F +2,152 shares

    1.39% of the 13F portfolio, value $5,336,880.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, 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 24,058 shares
    Change vs previous 13F -498 shares

    1.4% of the 13F portfolio, value $4,923,229.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, 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 24,556 shares
    Change vs previous 13F -125 shares

    1.31% of the 13F portfolio, value $4,190,236.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
    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 24,681 shares
    Change vs previous 13F +11,986 shares

    1.24% of the 13F portfolio, value $4,490,955.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
    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 12,695 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,339,151.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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