Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$630,887
+$318,263 QoQ
Shares Held
1,850
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,924
of 2,893 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lipe & Dalton holds $4,644,665 across 3 Software - Infrastructure names. PANW ranks #3 (13.6% of the industry book) .
All Filings in PANW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,887 | 1,850 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $312,624 | 1,950 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $368,400 | 2,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $407,240 | 2,000 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $409,280 | 2,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $341,280 | 2,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $363,920 | 2,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $341,800 | 1,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $339,010 | 1,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $284,130 | 1,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $294,880 | 1,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $234,440 | 1,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $236,346 | 925 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $184,759 | 925 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||