Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$562,863
+$267,037 QoQ
Shares Held
3,664
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#938
of 1,534 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. FTNT ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
659 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in FTNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,863 | 3,664 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $295,826 | 3,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $281,190 | 3,541 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $297,895 | 3,543 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $388,309 | 3,673 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $268,276 | 2,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $255,757 | 2,707 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $278,637 | 3,593 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $215,224 | 3,571 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $244,823 | 3,584 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $209,303 | 3,576 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $210,719 | 3,591 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $270,157 | 3,574 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $238,258 | 3,585 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $207,818 | 3,673 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $336,272 | 984 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $240,078 | 668 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $89,860 | 605 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||