Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,950,751
+$4,617,142 QoQ
Shares Held
26,247
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#740
of 2,891 holders
Holding Since
Dec 2023
11 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, 2026ROI Financial Advisors, LLC holds $15,383,008 across 4 Software - Infrastructure names. PANW ranks #1 (58.2% of the industry book) .
All Filings in PANW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,950,751 | 26,247 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,333,609 | 27,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,014,108 | 27,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,584,889 | 27,428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,658,909 | 27,653 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,596,188 | 26,935 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,846,868 | 26,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,647,454 | 13,597 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,579,347 | 13,508 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,766,427 | 13,256 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,022,458 | 13,641 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||