Position in FTNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,373
+$3,562 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,491
of 1,560 holders
Holding Since
Mar 2024
8 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, 2026Lodestone Wealth Management LLC holds $8,620,952 across 19 Software - Infrastructure names. FTNT ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,317 | $4,967,506 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
5,937 | $932,287 | |
| 3 | ORCL |
Oracle Corp
|
5,211 | $763,672 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,257 | $730,004 | |
| 5 | NET |
Cloudflare, Inc.
|
1,610 | $394,900 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,883 | $311,727 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,892 | $185,633 | |
| 8 | GTLB |
Gitlab Inc.
|
4,341 | $132,530 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,373 | 48 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $3,811 | 48 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $370,548 | 3,505 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $345,765 | 3,592 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $319,909 | 3,386 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $262,739 | 3,388 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $212,029 | 3,518 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $226,106 | 3,310 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||