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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Secure Asset Management, 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)
7,966
Value
$2.72M
% of portfolio
0.4%
Quarters held
13
Since Q4 2021
Holdings of PANW by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,966$2.72M0.4%−2,398−23.1%ReducedHolders
Q1 202610,364$1.66M0.3%−1,944−15.8%ReducedHolders
Q4 202512,308$2.27M0.4%+125+1.0%AddedHolders
Q3 202512,183$2.52M0.4%+168+1.4%AddedHolders
Q2 202512,015$2.46M0.5%+1,346+12.6%AddedHolders
Q1 202510,669$1.82M0.4%−1,576−12.9%ReducedHolders
Q4 202412,245$2.23M0.3%+4,997+68.9%AddedConverted for a 2-for-1 splitHolders
Q3 20243,624$1.24M0.2%+351+10.7%AddedHolders
Q2 20243,273$1.11M0.2%+1,127+52.5%AddedHolders
Q1 20242,146$609.7K0.1%+882+69.8%AddedHolders
Q4 20231,264$372.6K0.1%+1,264NewHolders
Q2 20220$00.0%−343−100.0%Sold outHolders
Q1 2022343$214.0K0.1%−133−27.9%ReducedHolders
Q4 2021476$265.0K0.1%+476NewHolders