Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
1,087
Value
$370.7K
% of portfolio
0.1%
Quarters held
4
Since Q1 2023
Holdings of PANW by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,087$370.7K0.1%+1,087NewHolders
Q3 20240$00.0%−642−100.0%Sold outHolders
Q2 2024642$217.6K<0.1%+642NewHolders
Q3 20230$00.0%−18−100.0%Sold outHolders
Q2 202318$4.60K<0.1%00.0%UnchangedHolders
Q1 202318$3.60K<0.1%+18NewHolders