Wealth Preservation Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1968434
CHATTANOOGA, TN
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,612
+$108,420 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,620
of 2,885 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $10,909,911 across 2 Software - Infrastructure names. PANW ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,699 | $10,705,299 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
600 | $204,612 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,612 | 600 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,192 | 600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $132,624 | 720 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $126,244 | 620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $126,876 | 620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $105,796 | 620 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||