Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

FTNT holding history

Fortinet, Inc. in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings

Shares (Q1 2026): 21,314
Value: $1.74M
% of portfolio: 0.3%
Quarters held: 3; Since Q3 2025

Holdings of FTNT by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	21,314	$1.74M	0.3%	+3,250+18.0%	Added	Holders
Q4 2025	18,064	$1.43M	0.2%	+1,810+11.1%	Added	Holders
Q3 2025	16,254	$1.37M	0.2%	+16,254	New	Holders