Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$813,303
-$218,401 QoQ
Shares Held
5,073
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 Mar 31, 2026Capital Planning Advisors, LLC holds $23,111,700 across 5 Software - Infrastructure names. PANW ranks #5 (3.5% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $813,303 | 5,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,031,704 | 5,601 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,141,493 | 5,606 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,146,188 | 5,601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $956,437 | 5,605 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,078,294 | 5,926 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,013,095 | 2,964 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,033,980 | 3,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $929,957 | 3,273 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $994,925 | 3,374 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $791,000 | 3,374 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $862,090 | 3,374 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $253,669 | 1,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,148 | 1,764 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||