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Disclosery

BAR HARBOR WEALTH MANAGEMENT: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAR HARBOR WEALTH MANAGEMENT on PANW, newest first. How the timeline and the estimate are built.

BAR HARBOR WEALTH MANAGEMENT held 18,354 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,354 shares
    Change vs previous 13F -601 shares

    0.34% of the 13F portfolio, value $6,259,081.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR 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 18,955 shares
    Change vs previous 13F +1,387 shares

    0.18% of the 13F portfolio, value $3,038,866.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR 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 17,568 shares
    Change vs previous 13F -269 shares

    0.19% of the 13F portfolio, value $3,236,026.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR 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 17,837 shares
    Change vs previous 13F +125 shares

    0.22% of the 13F portfolio, value $3,631,970.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR 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 17,712 shares
    Change vs previous 13F -231 shares

    0.23% of the 13F portfolio, value $3,624,584.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 17,943 shares
    Change vs previous 13F -159 shares

    0.2% of the 13F portfolio, value $3,061,794.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 18,102 shares
    Change vs previous 13F +9,610 shares

    0.22% of the 13F portfolio, value $3,293,840.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 8,492 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,902,566.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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