Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,152
-$561,209 QoQ
Shares Held
2,045
-75.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,139
of 1,571 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Derivatives in FTNT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$378,022
PutShares
5,534
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $7,045,796 across 7 Software - Infrastructure names. FTNT ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,202 | $4,924,607 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,196 | $606,216 | |
| 3 | ORCL |
Oracle Corp
|
2,742 | $401,838 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,050 | $358,069 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
2,045 | $314,152 | |
| 6 | KDK |
Kodiak AI, Inc.
|
59,432 | $301,914 | |
| 7 | REKR |
Rekor Systems, Inc.
|
200,000 | $139,000 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,152 | 2,045 | Shares | Other | 2026-08-14 | |
| 2025-06-30 | $875,361 | 8,280 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $744,185 | 7,731 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $708,221 | 7,496 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $439,164 | 5,663 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $333,533 | 5,534 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $378,022 | 5,534 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $344,389 | 5,884 | Shares | Other | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||