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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTNT overviewAll 13F holders of FTNTFull Q2 2026 holdings

Shares (Q2 2026)
4,963
Value
$762.4K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2023
Holdings of FTNT by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,963$762.4K<0.1%+66+1.3%AddedHolders
Q1 20264,897$400.2K<0.1%+787+19.1%AddedHolders
Q4 20254,110$326.4K<0.1%+123+3.1%AddedHolders
Q3 20253,987$335.2K<0.1%−144−3.5%ReducedHolders
Q2 20254,131$436.7K<0.1%+358+9.5%AddedHolders
Q1 20253,773$363.2K<0.1%+252+7.2%AddedHolders
Q4 20243,521$332.7K<0.1%+10+0.3%AddedHolders
Q3 20243,511$272.3K<0.1%+47+1.4%AddedHolders
Q2 20243,464$208.8K<0.1%+536+18.3%AddedHolders
Q1 20242,928$200.0K<0.1%+2,928NewHolders
Q3 20230$00.0%−3,070−100.0%Sold outHolders
Q2 20233,070$232.1K<0.1%+3,070NewHolders