Position in FFIV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,071
+$2,153 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#755
of 825 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $1,006,257 across 8 Software - Infrastructure names. FFIV ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,945 | $725,523 | |
| 2 | ORCL |
Oracle Corp
|
1,452 | $212,790 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
221 | $25,784 | |
| 4 | FTNT |
Fortinet, Inc.
|
105 | $16,130 | |
| 5 | PANW |
Palo Alto Networks Inc
|
40 | $13,640 | |
| 6 | FFIV |
F5, Inc.
This page
|
17 | $7,071 | |
| 7 | AKAM |
Akamai Technologies Inc
|
27 | $3,191 | |
| 8 | XYZ |
Block, Inc.
|
28 | $2,128 |
All Filings in FFIV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,071 | 17 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,918 | 17 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||