Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$795,258
+$422,034 QoQ
Shares Held
2,332
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,800
of 2,893 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $29,965,768 across 4 Software - Infrastructure names. PANW ranks #4 (2.7% of the industry book) .
All Filings in PANW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,258 | 2,332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $373,224 | 2,328 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $415,739 | 2,257 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $315,203 | 1,548 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $308,597 | 1,508 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $348,446 | 2,042 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $371,562 | 2,042 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||