CARY STREET PARTNERS ASSET MANAGEMENT LLC: PANW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on PANW, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 82,754 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 82,754 sharesChange vs previous 13F -1,404 shares
0.56% of the 13F portfolio, value $28,220,769.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 81,335 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,419 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,158 sharesChange vs previous 13F +8,589 shares
0.3% of the 13F portfolio, value $13,492,212.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 83,139 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,019 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,569 sharesChange vs previous 13F +7,554 shares
0.32% of the 13F portfolio, value $13,919,809.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 74,444 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,125 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,015 sharesChange vs previous 13F +41,674 shares
0.34% of the 13F portfolio, value $13,849,215.
13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 66,875 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,140 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,341 sharesChange vs previous 13F +2,983 shares
0.14% of the 13F portfolio, value $5,390,422.
13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 25,320 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,021 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,358 sharesChange vs previous 13F +1,218 shares
0.12% of the 13F portfolio, value $3,985,808.
13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 22,467 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 891 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,140 sharesChange vs previous 13F +12,767 shares
0.12% of the 13F portfolio, value $4,028,594.
13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 21,360 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 780 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,373 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $3,203,692.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).