Abound Wealth Management

Position in FTNT — Fortinet, Inc.

CIK 1950323 FRANKLIN, TN

Position in FTNT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$7,066

-$1,596 QoQ

Shares Held

-56.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,492

of 1,560 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $6,181,041 across 31 Software - Infrastructure names. FTNT ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,734	$4,377,016
2	PLTR	Palantir Technologies Inc.	7,300	$851,691
3	NTSK	Netskope Inc	45,306	$495,647
4	ORCL	Oracle Corp	756	$110,791
5	CRWD	CrowdStrike Holdings, Inc.	1,600	$76,314
6	PANW	Palo Alto Networks Inc	211	$71,955
7	TWLO	Twilio Inc	250	$51,582
8	ZS	Zscaler, Inc.	300	$42,345

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,066	46	-56.6%	Shares	Sole	2026-07-10
2026-03-31	$8,662	106	-3.6%	Shares	Sole	2026-04-10
2025-12-31	$8,735	110	+22.2%	Shares	Sole	2026-01-12
2025-09-30	$7,567	90	-7.2%	Shares	Sole	2025-10-10
2025-06-30	$10,254	97	-32.6%	Shares	Sole	2025-07-14
2025-03-31	$13,861	144	-16.3%	Shares	Sole	2025-04-17
2024-12-31	$16,250	172	-9.5%	Shares	Sole	2025-01-13
2024-09-30	$14,734	190	+6.1%	Shares	Sole	2024-11-04
2024-06-30	$10,788	179	+15.5%	Shares	Sole	2024-08-09
2024-03-31	$10,588	155	+26.0%	Shares	Sole	2024-08-08
2023-12-31	$7,199	123	-15.2%	Shares	Sole	2024-08-08
2023-09-30	$8,508	145	-12.7%	Shares	Sole	2024-08-08
2023-06-30	$12,547	166	+72.9%	Shares	Sole	2024-08-08
2023-03-31	$6,380	96	+60.0%	Shares	Sole	2024-08-07
2022-12-31	$2,933	60	+114.3%	Shares	Sole	2024-08-07
2022-09-30	$1,375	28	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.