ELEVATION WEALTH PARTNERS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1976256 WALNUT CREEK, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$777,866

+$394,381 QoQ

Shares Held

2,281

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,807

of 2,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $4,986,309 across 41 Software - Infrastructure names. PANW ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,643	$2,477,971
2	PANW	Palo Alto Networks Inc This page	2,281	$777,866
3	TOST	Toast, Inc.	16,756	$466,151
4	PLTR	Palantir Technologies Inc.	1,822	$212,572
5	TWLO	Twilio Inc	986	$203,441
6	OKTA	Okta, Inc.	852	$116,255
7	IOT	Samsara Inc.	1,985	$64,373
8	CRWV	CoreWeave, Inc.	614	$61,117

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,866	2,281	-4.6%	Shares	Sole	2026-07-08
2026-03-31	$383,485	2,392	-12.6%	Shares	Sole	2026-04-14
2025-12-31	$503,971	2,736	-11.4%	Shares	Sole	2026-01-09
2025-09-30	$628,778	3,088	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$627,835	3,068	0.0%	Shares	Sole	2025-07-08
2025-03-31	$523,523	3,068	-1.7%	Shares	Sole	2025-04-09
2024-12-31	$568,079	3,122	+100.4%	Shares	Sole	2025-01-29
2024-09-30	$532,524	1,558	-12.6%	Shares	Sole	2024-10-04
2024-06-30	$604,454	1,783	0.0%	Shares	Sole	2024-07-09
2024-03-31	$506,603	1,783	-18.3%	Shares	Sole	2024-04-19
2023-12-31	$643,723	2,183	+253.2%	Shares	Sole	2024-01-17
2023-09-30	$144,883	618	0.0%	Shares	Sole	2023-10-10
2023-06-30	$157,905	618	0.0%	Shares	Sole	2023-07-06
2023-03-31	$123,439	618	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.