Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

FTNT holding history

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

FTNT overview All 13F holders of FTNT Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2023

Holdings of FTNT by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−12,429−100.0%	Sold out	Holders
Q3 2023	12,429	$729.3K	<0.1%	+12,429	New	Holders