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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by TRUE Private Wealth Advisors, 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)
6,586
Value
$2.25M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PANW by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,586$2.25M0.2%−12−0.2%ReducedHolders
Q1 20266,598$1.06M0.1%−380−5.4%ReducedHolders
Q4 20256,978$1.29M0.1%−124−1.7%ReducedHolders
Q3 20257,102$1.45M0.1%−89−1.2%ReducedHolders
Q2 20257,191$1.47M0.2%−268−3.6%ReducedHolders
Q1 20257,459$1.27M0.2%+22+0.3%AddedHolders
Q4 20247,437$1.35M0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q3 20243,721$1.27M0.2%+3+0.1%AddedHolders
Q2 20243,718$1.26M0.1%−11−0.3%ReducedHolders
Q1 20243,729$1.06M0.1%+230+6.6%AddedHolders
Q4 20233,499$1.03M0.1%+10+0.3%AddedHolders
Q3 20233,489$818.0K0.1%+26+0.8%AddedHolders
Q2 20233,463$884.8K0.1%−277−7.4%ReducedHolders
Q1 20233,740$747.0K0.1%+133+3.7%AddedHolders
Q4 20223,607$503.3K0.1%−515−12.5%ReducedHolders
Q3 20224,122$675.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20221,374$678.0K0.1%+10+0.7%AddedHolders
Q1 20221,364$754.0K0.1%00.0%UnchangedHolders
Q4 20211,364$759.0K0.1%−4−0.3%ReducedHolders
Q3 20211,368$655.0K0.1%00.0%UnchangedHolders
Q2 20211,368$507.0K0.1%00.0%UnchangedHolders
Q1 20211,368$441.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.