Position in FTNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,514
+$35,352 QoQ
Shares Held
1,468
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,270
of 1,560 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $778,698 across 4 Software - Infrastructure names. FTNT ranks #2 (29.0% of the industry book) .
All Filings in FTNT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,514 | 1,468 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $190,162 | 2,327 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $242,597 | 3,055 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $200,783 | 2,388 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $198,330 | 1,876 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $194,830 | 2,024 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $152,618 | 1,968 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $121,865 | 2,022 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $100,757 | 1,475 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $81,356 | 1,390 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||