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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by Marshall Financial Group 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)
11,627
Value
$1.79M
% of portfolio
0.3%
Quarters held
13
Since Q1 2021
Holdings of FTNT by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,627$1.79M0.3%+11,627NewHolders
Q3 20250$00.0%−2,068−100.0%Sold outHolders
Q2 20252,068$220.6K<0.1%+2,068NewHolders
Q1 20250$00.0%−2,261−100.0%Sold outHolders
Q4 20242,261$213.6K0.1%−384−14.5%ReducedHolders
Q3 20242,645$205.1K<0.1%+2,645NewHolders
Q2 20240$00.0%−26,561−100.0%Sold outHolders
Q1 202426,561$1.81M0.5%+1,148+4.5%AddedHolders
Q4 202325,413$1.49M0.5%+25,413NewHolders
Q4 20220$00.0%−4,705−100.0%Sold outHolders
Q3 20224,705$231.0K0.1%−30−0.6%ReducedHolders
Q2 20224,735$268.0K0.1%−5,865−55.3%ReducedConverted for a 5-for-1 splitHolders
Q1 20222,120$724.0K0.3%−38−1.8%ReducedHolders
Q4 20212,158$776.0K0.3%−702−24.5%ReducedHolders
Q3 20212,860$835.0K0.4%−121−4.1%ReducedHolders
Q2 20212,981$710.0K0.4%−6,064−67.0%ReducedHolders
Q1 20219,045$1.67M1.0%––Holders

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