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Focus Partners Wealth: PANW position timeline

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

Focus Partners Wealth held 668,847 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 668,847 shares
    Change vs previous 13F +20,175 shares

    0.21% of the 13F portfolio, value $228,090,479.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 650,687 shares
    • Focus Partners Advisor Solutions, LLC: 18,160 shares

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

  2. period ended2026-03-31
    13F 648,672 shares
    Change vs previous 13F +60,846 shares

    0.1% of the 13F portfolio, value $104,038,801.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 631,497 shares
    • Focus Partners Advisor Solutions, LLC: 17,175 shares

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

  3. period ended2025-12-31
    13F 587,826 shares
    Change vs previous 13F +25,000 shares

    0.11% of the 13F portfolio, value $108,277,951.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 565,485 shares
    • Focus Partners Advisor Solutions, LLC: 22,341 shares

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

  4. period ended2025-09-30
    13F 562,826 shares
    Change vs previous 13F +42,101 shares

    0.16% of the 13F portfolio, value $114,816,992.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 536,325 shares
    • Focus Partners Advisor Solutions, LLC: 26,501 shares

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

  5. period ended2025-06-30
    13F 520,725 shares
    Change vs previous 13F +17,912 shares

    0.2% of the 13F portfolio, value $106,560,981.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 499,676 shares
    • Focus Partners Advisor Solutions, LLC: 21,049 shares

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

  6. period ended2025-03-31
    13F/A 502,813 shares
    Change vs previous 13F +33,669 shares

    0.18% of the 13F portfolio, value $85,800,677.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 484,110 shares
    • Focus Partners Advisor Solutions, LLC: 18,703 shares

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

  7. period ended2024-12-31
    13F/A 469,144 shares
    Change vs previous 13F +243,183 shares

    0.19% of the 13F portfolio, value $85,365,458.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 458,321 shares
    • Focus Partners Advisor Solutions, LLC: 10,823 shares

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

  8. period ended2024-09-30
    13F 225,961 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $77,233,739.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 222,517 shares
    • Focus Partners Advisor Solutions, LLC: 3,444 shares

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