Investment Planning Advisors, Inc.
Position in PANW — Palo Alto Networks Inc
CIK 2024049
CUMMING, GA
Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$445,372
New position
Shares Held
1,306
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,157
of 1,636 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $2,113,061 across 5 Software - Infrastructure names. PANW ranks #2 (21.1% of the industry book) .
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,372 | 1,306 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||