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Lido Advisors, LLC: PANW position timeline

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

Lido Advisors, LLC held 266,639 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,639 shares
    Change vs previous 13F -16,331 shares

    0.32% of the 13F portfolio, value $90,929,359.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 282,970 shares
    Change vs previous 13F -26,660 shares

    0.18% of the 13F portfolio, value $45,365,982.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 309,630 shares
    Change vs previous 13F +1,976 shares

    0.24% of the 13F portfolio, value $62,096,243.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 307,654 shares
    Change vs previous 13F +36,601 shares

    0.26% of the 13F portfolio, value $62,644,693.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 271,053 shares
    Change vs previous 13F +25,355 shares

    0.29% of the 13F portfolio, value $55,468,356.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 245,698 shares
    Change vs previous 13F +35,967 shares

    0.25% of the 13F portfolio, value $41,925,966.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 209,731 shares
    Change vs previous 13F +111,091 shares

    0.24% of the 13F portfolio, value $38,162,568.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 98,640 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $33,715,271.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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