Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$443,667
+$242,145 QoQ
Shares Held
1,301
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,144
of 2,893 holders
Holding Since
Jun 2025
5 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, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. PANW ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
|
1,503 | $212,148 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,667 | 1,301 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $201,522 | 1,257 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,670 | 1,274 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,448 | 1,284 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $231,857 | 1,133 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||