Position in FTNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$368,380
+$150,352 QoQ
Shares Held
2,398
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,066
of 1,560 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,887,513 across 3 Software - Infrastructure names. FTNT ranks #3 (6.3% of the industry book) .
All Filings in FTNT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,380 | 2,398 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $218,028 | 2,668 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $214,962 | 2,707 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $240,552 | 2,861 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $305,213 | 2,887 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $277,325 | 2,881 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $357,417 | 3,783 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $293,139 | 3,780 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||