TRUE Private Wealth Advisors

SEC CIK: 0001667074
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

FTNT holding history

Fortinet, Inc. in every 13F filed by TRUE Private Wealth Advisors, 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 (Q2 2026): 13,955
Value: $2.14M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of FTNT by TRUE Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,955	$2.14M	0.2%	−694−4.7%	Reduced	Holders
Q1 2026	14,649	$1.20M	0.1%	−228−1.5%	Reduced	Holders
Q4 2025	14,877	$1.18M	0.1%	−754−4.8%	Reduced	Holders
Q3 2025	15,631	$1.31M	0.1%	−573−3.5%	Reduced	Holders
Q2 2025	16,204	$1.71M	0.2%	−700−4.1%	Reduced	Holders
Q1 2025	16,904	$1.63M	0.2%	−214−1.3%	Reduced	Holders
Q4 2024	17,118	$1.62M	0.2%	−200−1.2%	Reduced	Holders
Q3 2024	17,318	$1.34M	0.2%	−11−0.1%	Reduced	Holders
Q2 2024	17,329	$1.04M	0.1%	+129+0.8%	Added	Holders
Q1 2024	17,200	$1.17M	0.1%	−441−2.5%	Reduced	Holders
Q4 2023	17,641	$1.03M	0.1%	−50.0%	Reduced	Holders
Q3 2023	17,646	$1.04M	0.1%	+81+0.5%	Added	Holders
Q2 2023	17,565	$1.33M	0.2%	−1,300−6.9%	Reduced	Holders
Q1 2023	18,865	$1.25M	0.2%	00.0%	Unchanged	Holders
Q4 2022	18,865	$922.3K	0.1%	−2,290−10.8%	Reduced	Holders
Q3 2022	21,155	$1.04M	0.2%	00.0%	Unchanged	Holders
Q2 2022	21,155	$1.20M	0.2%	00.0%	UnchangedConverted for a 5-for-1 split	Holders
Q1 2022	4,231	$1.22M	0.2%	−58−1.4%	Reduced	Holders
Q4 2021	4,289	$1.54M	0.2%	+16+0.4%	Added	Holders
Q3 2021	4,273	$1.25M	0.2%	00.0%	Unchanged	Holders
Q2 2021	4,273	$1.02M	0.2%	−50−1.2%	Reduced	Holders
Q1 2021	4,323	$797.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.