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Kestra Advisory Services, LLC: PANW position timeline

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

Kestra Advisory Services, LLC held 253,823 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,823 shares
    Change vs previous 13F +5,043 shares

    0.19% of the 13F portfolio, value $86,558,832.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 95,382 shares
    • Kestra Advisory Services, LLC: 156,875 shares
    • Kestra Investment Management, LLC: 1,566 shares

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

  2. period ended2026-03-31
    13F 248,780 shares
    Change vs previous 13F +15,628 shares

    0.12% of the 13F portfolio, value $39,884,460.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 91,496 shares
    • Kestra Advisory Services, LLC: 157,284 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 233,152 shares
    Change vs previous 13F +23,938 shares

    0.12% of the 13F portfolio, value $42,946,670.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,778 shares
    • Kestra Advisory Services, LLC: 142,072 shares
    • Kestra Investment Management, LLC: 1,302 shares

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

  4. period ended2025-09-30
    13F 209,214 shares
    Change vs previous 13F +29,329 shares

    0.13% of the 13F portfolio, value $42,600,028.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,147 shares
    • Kestra Advisory Services, LLC: 126,854 shares
    • Kestra Investment Management, LLC: 1,213 shares

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

  5. period ended2025-06-30
    13F/A 179,885 shares
    Change vs previous 13F -5,331 shares

    0.12% of the 13F portfolio, value $36,811,727.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,661 shares
    • Kestra Advisory Services, LLC: 99,235 shares
    • Kestra Investment Management, LLC: 989 shares

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

  6. period ended2025-03-31
    13F/A 185,216 shares
    Change vs previous 13F -774 shares

    0.11% of the 13F portfolio, value $31,605,259.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,523 shares
    • Kestra Advisory Services, LLC: 105,453 shares
    • Kestra Investment Management, LLC: 240 shares

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

  7. period ended2024-12-31
    13F 185,990 shares
    Change vs previous 13F +115,974 shares

    0.13% of the 13F portfolio, value $33,842,740.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 78,299 shares
    • Kestra Advisory Services, LLC: 107,067 shares
    • Kestra Investment Management, LLC: 624 shares

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

  8. period ended2024-09-30
    13F 70,016 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,982,851.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,267 shares
    • Kestra Advisory Services, LLC: 49,749 shares

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