Kaydan Wealth Management, Inc. FTNT — FORTINET INC

Ownership history in Kaydan Wealth Management, Inc.  ·  15 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported FORTINET INC (FTNT) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.27% in 2026 Q3. The latest visible filing shows FTNT at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaydan Wealth Management, Inc.'s position in FORTINET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FTNT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kaydan Wealth Management, Inc. held FTNT — position size vs. price
% of Fund (quarterly)    FTNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,465 -152 -3.3% 0.27% $798K 2026-10-08 $189.10
2026 Q2 REDUCED 26.0% +14.8% ❌ 4,617 -1,621 -26.0% 0.22% $709K 2026-07-24 $152.37
2025 Q4 REDUCED 8.9% +2.9% ❌ 6,238 -609 -8.9% 0.14% $495K 2026-01-12 $78.66
2025 Q3 REDUCED — — — 6,847 -25 -0.4% 0.16% $576K 2025-10-17 $83.44
2025 Q2 REDUCED — — — 6,872 -78 -1.1% 0.24% $727K 2025-07-11 $99.06
2025 Q1 REDUCED 5.1% +9.8% ❌ 6,950 -377 -5.1% 0.21% $669K 2025-04-17 $96.13
2024 Q4 REDUCED 5.7% +1.9% ❌ 7,327 -445 -5.7% 0.23% $692K 2025-01-16 $94.05
2024 Q3 UNCHANGED — — — 7,772 — 0% 0.18% $603K 2024-10-16 $82.12
2024 Q2 UNCHANGED — — — 7,772 — 0% 0.17% $468K 2024-07-11 $58.79
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kaydan Wealth Management, Inc. and FTNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kaydan Wealth Management, Inc. reported owning FTNT?

Kaydan Wealth Management, Inc. reported FTNT across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FTNT position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for FTNT was 0.27% in 2026 Q3.

What is the latest reported FTNT position on this page?

The most recent filing on this page is 2026 Q3, when Kaydan Wealth Management, Inc. reported 4,465 shares, equal to 0.27% of portfolio, with an estimated market value of $798K.

What does the chart on this FTNT ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'s quarterly FTNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kaydan Wealth Management, Inc. time their FTNT position?

Based on 13F filing dates vs. subsequent FTNT price moves, Kaydan Wealth Management, Inc. correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FTNT relative to SPY over the holding period was +13.1%.

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