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Disclosery

Concord Wealth Partners: PANW position timeline

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

Concord Wealth Partners held 312 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312 shares
    Change vs previous 13F -19,099 shares

    0.01% of the 13F portfolio, value $106,398.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 312 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  2. period ended2026-03-31
    13F 19,411 shares
    Change vs previous 13F +2,011 shares

    0.23% of the 13F portfolio, value $3,111,972.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,743 shares
    • Concord Asset Management, LLC/VA: 9,668 shares

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

  3. period ended2025-12-31
    13F 17,400 shares
    Change vs previous 13F +952 shares

    0.24% of the 13F portfolio, value $3,205,080.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,746 shares
    • Concord Asset Management, LLC/VA: 8,654 shares

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

  4. period ended2025-09-30
    13F 16,448 shares
    Change vs previous 13F +4,104 shares

    0.26% of the 13F portfolio, value $3,349,142.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,153 shares
    • Concord Asset Management, LLC/VA: 8,295 shares

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

  5. period ended2025-06-30
    13F 12,344 shares
    Change vs previous 13F +800 shares

    0.19% of the 13F portfolio, value $2,526,076.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,172 shares
    • Concord Asset Management, LLC/VA: 6,172 shares

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

  6. period ended2025-03-31
    13F 11,544 shares
    Change vs previous 13F +685 shares

    0.18% of the 13F portfolio, value $1,955,770.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,467 shares
    • Concord Asset Management, LLC/VA: 6,077 shares

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

  7. period ended2024-12-31
    13F 10,859 shares
    Change vs previous 13F +5,891 shares

    0.19% of the 13F portfolio, value $1,975,904.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,387 shares
    • Concord Asset Management, LLC/VA: 5,472 shares

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

  8. period ended2024-09-30
    13F 4,968 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,698,063.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,431 shares
    • Concord Asset Management, LLC/VA: 2,537 shares

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