Position in PANW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,374
-$996 QoQ
Shares Held
46
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
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $16,021,000 across 5 Software - Infrastructure names. PANW ranks #4 (0.0% of the industry book) .
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,374 | 46 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $8,370 | 46 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||