MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1607355
GLASTONBURY, CT
Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,306
+$54,210 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,708
of 2,907 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names. PANW ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,901 | $17,121,991 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
73,424 | $8,566,378 | |
| 3 | ORCL |
Oracle Corp
|
1,125 | $164,868 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
300 | $102,306 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
666 | $87,532 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $36,792 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $24,084 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,306 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $48,096 | 300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $55,260 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,086 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,392 | 300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $51,192 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $54,588 | 300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $51,270 | 150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,851 | 150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $42,619 | 150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $44,232 | 150 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,166 | 150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,326 | 150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $29,961 | 150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,931 | 150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,568 | 150 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $74,090 | 150 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $82,793 | 133 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $74,049 | 133 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $63,706 | 133 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $49,349 | 133 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $42,834 | 133 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $47,266 | 133 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,076 | 33 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,579 | 33 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,410 | 33 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||