Greenline Wealth Management LLC
Position in PANW — Palo Alto Networks Inc
CIK 2111541
BOCA RATON, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$574,959
+$330,632 QoQ
Shares Held
1,686
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,983
of 2,893 holders
Holding Since
Dec 2025
3 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, 2026Greenline Wealth Management LLC holds $3,925,155 across 5 Software - Infrastructure names. PANW ranks #3 (14.6% of the industry book) .
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,959 | 1,686 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,327 | 1,524 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $265,432 | 1,441 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||