Position in FFIV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,479,985
+$450,549 QoQ
Shares Held
3,558
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#63
of 245 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. FFIV ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
This page
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in FFIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,985 | 3,558 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,029,436 | 3,558 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $908,215 | 3,558 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,151,202 | 3,562 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,048,367 | 3,562 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $948,453 | 3,562 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $895,736 | 3,562 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $784,352 | 3,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $464,332 | 2,696 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $398,328 | 2,101 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $376,036 | 2,101 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $350,640 | 2,176 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $318,261 | 2,176 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $267,778 | 1,838 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $263,771 | 1,838 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $266,013 | 1,838 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $281,287 | 1,838 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $384,050 | 1,838 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $449,776 | 1,838 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $365,357 | 1,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,081 | 1,838 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $383,443 | 1,838 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $323,377 | 1,838 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $225,651 | 1,838 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $256,364 | 1,838 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||