PBMares Wealth Management LLC
- SEC CIK
- 0001801682
- Latest filing
- Oct 27, 2025
PANW holding history
Palo Alto Networks Inc in every 13F filed by PBMares Wealth 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 Q3 2025 holdings
- Shares (Q3 2025)
- 1,605
- Value
- $326.8K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 1,605 | $326.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,605 | $328.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,605 | $273.9K | 0.1% | −20−1.2% | Reduced | Holders |
| Q4 2024 | 1,625 | $295.7K | 0.1% | +77+5.0% | AddedConverted for a 2-for-1 split | Holders |
| Q3 2024 | 774 | $264.6K | 0.1% | +20+2.7% | Added | Holders |
| Q2 2024 | 754 | $255.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 754 | $214.2K | 0.1% | +16+2.2% | Added | Holders |
| Q4 2023 | 738 | $217.6K | 0.1% | +738 | New | Holders |