MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1607355
GLASTONBURY, CT
Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$48,096
-$7,164 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $28,103,170 across 11 Software - Infrastructure names. PANW ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,888 | $16,986,360 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
73,309 | $10,723,640 | |
| 3 | ORCL |
Oracle Corp
|
1,225 | $180,209 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
766 | $109,423 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
300 | $48,096 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $30,951 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $14,691 | |
| 8 | SWMR |
Swarmer, Inc
|
100 | $4,720 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $25,635 | 150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,425 | 150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,309 | 150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,116 | 150 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,583 | 150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,163 | 150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,980 | 150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,465 | 150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,284 | 150 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,348 | 150 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,798 | 133 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,341 | 133 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,617 | 133 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,224 | 133 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,139 | 133 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,877 | 133 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,346 | 33 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,263 | 33 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $901 | 33 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||