PANW β€” PALO ALTO NETWORKS INC

Ownership history in Lauer Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Lauer Wealth, LLC reported PALO ALTO NETWORKS INC (PANW) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows PANW at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lauer Wealth, LLC's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PANW was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lauer Wealth, LLC held PANW β€” position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 1,418 β€” β€” 0.21% $293K 2025-10-20 $211.82

FAQ About Lauer Wealth, LLC and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lauer Wealth, LLC reported owning PANW?

Lauer Wealth, LLC reported PANW across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PANW position in Lauer Wealth, LLC's portfolio?

The largest reported portfolio weight for PANW was 0.21% in 2025 Q3.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2025 Q3, when Lauer Wealth, LLC reported 1,418 shares, equal to 0.21% of portfolio, with an estimated market value of $293K.

What does the chart on this PANW ownership page compare?

The chart compares Lauer Wealth, LLC's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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