Position in FFIV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,270,948
New position
Shares Held
19,884
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#183
of 825 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beacon Harbor Wealth Advisors, Inc. holds $9,196,410 across 2 Software - Infrastructure names. FFIV ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FFIV |
F5, Inc.
This page
|
19,884 | $8,270,948 | |
| 2 | MSFT |
Microsoft Corp
|
2,481 | $925,462 |
All Filings in FFIV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,270,948 | 19,884 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||