Cherry Tree Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1985414
MINNETONKA, MN
Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$961
-$144 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $3,041,602 across 6 Software - Infrastructure names. PANW ranks #5 (0.0% of the industry book) .
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $961 | 6 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,105 | 6 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,221 | 6 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,227 | 6 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,777 | 28 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,094 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,785 | 14 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,746 | 14 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,977 | 14 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,128 | 14 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,282 | 14 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,577 | 14 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||