Retirement Planning Group, LLC

Pension

Position in FTNT — Fortinet, Inc.

CIK 1508195 LEAWOOD, KS

Position in FTNT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$939,847

+$445,115 QoQ

Shares Held

6,118

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#807

of 1,560 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Retirement Planning Group, LLC holds $24,012,011 across 6 Software - Infrastructure names. FTNT ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,831	$20,080,039
2	PLTR	Palantir Technologies Inc.	11,787	$1,375,189
3	CRWD	CrowdStrike Holdings, Inc.	5,136	$979,871
4	FTNT	Fortinet, Inc. This page	6,118	$939,847
5	ORCL	Oracle Corp	2,700	$395,685
6	OKTA	Okta, Inc.	1,769	$241,380

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,847	6,118	+1.1%	Shares	Sole	2026-08-05
2026-03-31	$494,732	6,054	+11.0%	Shares	Sole	2026-05-04
2025-12-31	$433,260	5,456	0.0%	Shares	Sole	2026-02-03
2025-09-30	$458,740	5,456	+0.0%	Shares	Sole	2025-10-27
2025-06-30	$576,596	5,454	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$537,997	5,589	+2.6%	Shares	Sole	2025-04-10
2024-12-31	$514,916	5,450	-14.2%	Shares	Sole	2025-02-18
2024-09-30	$492,520	6,351	0.0%	Shares	Sole	2024-10-10
2024-06-30	$382,774	6,351	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.