Invera Wealth Advisors, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1976780 BEND, OR

Position in PANW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$681,698

New position

Shares Held

1,999

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,885

of 2,893 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $6,846,353 across 3 Software - Infrastructure names. PANW ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,984	$5,216,311
2	SNPS	Synopsys Inc	2,126	$948,344
3	PANW	Palo Alto Networks Inc This page	1,999	$681,698

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,698	1,999	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.