Palo Alto Networks shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Palo Alto Networks
Tip: Access up to 7 years of quarterly data
All positions including Palo Alto Networks held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Palo Alto Networks by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $889k | 4.4k | 203.62 |
| 2025-06-30 | $894k | 4.4k | 204.64 |
| 2025-03-31 | $764k | 4.5k | 170.64 |
| 2024-12-31 | $805k | 4.4k | 181.96 |
| 2024-09-30 | $727k | 2.1k | 341.80 |
| 2024-06-30 | $757k | 2.2k | 339.01 |