WealthPLAN Partners, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1639943 OMAHA, NE

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$370,688

+$153,044 QoQ

Shares Held

1,087

-15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,252

of 2,893 holders

Holding Since

Mar 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $8,130,574 across 5 Software - Infrastructure names. PANW ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,340	$5,722,126
2	ORCL	Oracle Corp	5,365	$786,240
3	PLTR	Palantir Technologies Inc.	6,737	$786,005
4	CRWD	CrowdStrike Holdings, Inc.	2,440	$465,515
5	PANW	Palo Alto Networks Inc This page	1,087	$370,688

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,688	1,087	+69.3%	Shares	Sole	2026-07-28
2024-06-30	$217,644	642	+3466.7%	Shares	Sole	2024-08-09
2023-06-30	$4,599	18	0.0%	Shares	Sole	2023-07-31
2023-03-31	$3,595	18	—	Shares	Other	2023-05-10
No filing history on record for this holder in this stock.