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Ascentis Wealth Management, LLC: PANW position timeline

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

Ascentis Wealth Management, LLC held 253 PANW shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 253 shares
    Change vs previous 13F -12,160 shares

    0.01% of the 13F portfolio, value $86,278.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 253 shares

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

  2. period ended2026-03-31
    13F 12,413 shares
    Change vs previous 13F +5,618 shares

    0.11% of the 13F portfolio, value $1,990,047.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,068 shares
    • Ascentis Wealth Management, LLC: 345 shares

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

  3. period ended2025-12-31
    13F 6,795 shares
    Change vs previous 13F +1,490 shares

    0.12% of the 13F portfolio, value $1,251,639.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,593 shares
    • Ascentis Wealth Management, LLC: 202 shares

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

  4. period ended2025-09-30
    13F 5,305 shares
    Change vs previous 13F +353 shares

    0.1% of the 13F portfolio, value $1,080,200.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,199 shares
    • Ascentis Wealth Management, LLC: 106 shares

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

  5. period ended2025-06-30
    13F 4,952 shares
    Change vs previous 13F +620 shares

    0.11% of the 13F portfolio, value $1,013,312.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,923 shares
    • Ascentis Wealth Management, LLC: 29 shares

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

  6. period ended2025-03-31
    13F 4,332 shares
    Change vs previous 13F -169 shares

    0.09% of the 13F portfolio, value $739,217.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,303 shares
    • Ascentis Wealth Management, LLC: 29 shares

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

  7. period ended2024-12-31
    13F 4,501 shares
    Change vs previous 13F +1,510 shares

    0.1% of the 13F portfolio, value $818,999.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,363 shares
    • Ascentis Wealth Management, LLC: 138 shares

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

  8. period ended2024-09-30
    13F/A 2,991 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,022,316.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,429 shares
    • Ascentis Wealth Management, LLC: 562 shares

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