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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by Personal Cfo Solutions, LLC, 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)
2,678
Value
$411.3K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of FTNT by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,678$411.3K0.1%+8+0.3%AddedHolders
Q1 20262,670$218.2K<0.1%+127+5.0%AddedHolders
Q4 20252,543$201.9K<0.1%−127−4.8%ReducedHolders
Q3 20252,670$224.5K<0.1%−1,343−33.5%ReducedHolders
Q2 20254,013$424.3K0.1%+599+17.5%AddedHolders
Q1 20253,414$328.6K0.1%+512+17.6%AddedHolders
Q4 20242,902$274.2K0.1%+2,902NewHolders
Q3 20240$00.0%−4,739−100.0%Sold outHolders
Q2 20244,739$285.6K<0.1%−1,146−19.5%ReducedHolders
Q1 20245,885$402.0K0.1%−534−8.3%ReducedHolders
Q4 20236,419$375.7K0.1%+1,465+29.6%AddedHolders
Q3 20234,954$290.7K0.1%+335+7.3%AddedHolders
Q2 20234,619$349.1K0.1%−564−10.9%ReducedHolders
Q1 20235,183$344.5K0.1%−201−3.7%ReducedHolders
Q4 20225,384$263.2K0.1%+5,384NewHolders
Q2 20220$00.0%−3,645−100.0%Sold outConverted for a 5-for-1 splitHolders
Q1 2022729$249.0K<0.1%−9−1.2%ReducedHolders
Q4 2021738$265.0K<0.1%−224−23.3%ReducedHolders
Q3 2021962$281.0K0.1%−472−32.9%ReducedHolders
Q2 20211,434$342.0K0.1%−33−2.2%ReducedHolders
Q1 20211,467$271.0K0.1%––Holders

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