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Disclosery

CreativeOne Wealth, LLC: PANW position timeline

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

CreativeOne Wealth, LLC held 13,748 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,748 shares
    Change vs previous 13F -3,650 shares

    0.1% of the 13F portfolio, value $4,688,343.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 17,398 shares
    Change vs previous 13F -4,322 shares

    0.06% of the 13F portfolio, value $2,789,247.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 21,720 shares
    Change vs previous 13F -1,384 shares

    0.1% of the 13F portfolio, value $4,000,824.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 23,104 shares
    Change vs previous 13F -4,244 shares

    0.11% of the 13F portfolio, value $4,704,494.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 27,348 shares
    Change vs previous 13F +2,378 shares

    0.15% of the 13F portfolio, value $5,596,495.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 24,970 shares
    Change vs previous 13F +5,298 shares

    0.13% of the 13F portfolio, value $4,260,881.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 19,672 shares
    Change vs previous 13F +9,640 shares

    0.11% of the 13F portfolio, value $3,579,517.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 10,032 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,428,937.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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