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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by AE 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 overviewAll 13F holders of FTNTFull Q2 2026 holdings

Shares (Q2 2026)
9,187
Value
$1.41M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of FTNT by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,187$1.41M<0.1%−4,698−33.8%ReducedHolders
Q1 202613,885$1.13M<0.1%+1,991+16.7%AddedHolders
Q4 202511,894$944.5K<0.1%−2,103−15.0%ReducedHolders
Q3 202513,997$1.18M<0.1%+8,266+144.2%AddedHolders
Q2 20255,731$605.9K<0.1%+373+7.0%AddedHolders
Q1 20255,358$515.7K<0.1%+890+19.9%AddedHolders
Q4 20244,468$422.1K<0.1%+1,186+36.1%AddedHolders
Q3 20243,282$254.5K<0.1%+3,282NewHolders
Q1 20240$00.0%−278,279−100.0%Sold outHolders
Q4 2023278,279$18.4M0.1%+11,761+4.4%AddedHolders
Q3 2023266,518$15.6M0.1%+55,435+26.3%AddedHolders
Q2 2023211,083$16.0M0.1%+22,333+11.8%AddedHolders
Q1 2023188,750$12.5M0.1%−2,315−1.2%ReducedHolders
Q4 2022191,065$9.34M0.1%+4,881+2.6%AddedHolders
Q3 2022186,184$9.15M0.1%−17,981−8.8%ReducedHolders
Q2 2022204,165$11.6M0.1%−28,940−12.4%ReducedConverted for a 5-for-1 splitHolders
Q1 202246,621$15.9M0.1%−2,944−5.9%ReducedHolders
Q4 202149,565$17.8M0.1%−3,840−7.2%ReducedHolders
Q3 202153,405$15.6M0.1%+4,368+8.9%AddedHolders
Q2 202149,037$11.7M0.1%−818−1.6%ReducedHolders
Q1 202149,855$9.19M0.1%––Holders

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