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Diversify Advisory Services, LLC: PANW position timeline

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

Diversify Advisory Services, LLC held 315,476 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,476 shares
    Change vs previous 13F +102,660 shares

    0.84% of the 13F portfolio, value $100,107,054.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 157,738 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 157,738 shares

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

  2. period ended2026-03-31
    13F 212,816 shares
    Change vs previous 13F +57,363 shares

    0.62% of the 13F portfolio, value $38,634,666.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 46,190 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 166,626 shares

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

  3. period ended2025-12-31
    13F 155,453 shares
    Change vs previous 13F +3,279 shares

    0.55% of the 13F portfolio, value $29,345,148.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 101,272 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 54,181 shares

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

  4. period ended2025-09-30
    13F 152,174 shares
    Change vs previous 13F +69 shares

    0.71% of the 13F portfolio, value $33,361,135.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 100,539 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,635 shares

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

  5. period ended2025-06-30
    13F 152,105 shares
    Change vs previous 13F +21,688 shares

    0.63% of the 13F portfolio, value $26,679,330.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 102,470 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,635 shares

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

  6. period ended2025-03-31
    13F 130,417 shares
    Change vs previous 13F -7,046 shares

    0.83% of the 13F portfolio, value $24,342,331.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 85,358 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,059 shares

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

  7. period ended2024-12-31
    13F 137,463 shares
    Change vs previous 13F +74,869 shares

    0.77% of the 13F portfolio, value $23,838,750.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 90,740 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,723 shares

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

  8. period ended2024-09-30
    13F 62,594 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $23,277,932.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 47,872 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,722 shares

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