Ownership history in Linscomb Wealth, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in FORTINET INC (FTNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,390 | +16 | +0.7% | 0.01% | $201K | $84.08 |
| 2025 Q2 | REDUCED | 2,374 | -120 | -4.8% | 0.01% | $251K | $105.72 |
| 2025 Q1 | ADDED | 2,494 | +120 | +5.1% | 0.01% | $240K | $96.26 |
| 2024 Q4 | ADDED | 2,374 | +1,126 | +90.2% | 0.01% | $224K | $94.48 |
| 2021 Q1 | REDUCED | 1,248 | -600 | -32.5% | 0.01% | $230K | $36.88 |
| 2020 Q4 | REDUCED | 1,848 | -549 | -22.9% | 0.02% | $274K | $29.71 |
| 2020 Q3 | REDUCED | 2,397 | -650 | -21.3% | 0.02% | $282K | $23.56 |
| 2020 Q2 | REDUCED | 3,047 | -6,864 | -69.3% | 0.03% | $418K | $27.45 |
| 2020 Q1 | REDUCED | 9,911 | -3,615 | -26.7% | 0.09% | $1.0M | $20.23 |
| 2019 Q4 | INITIATED | 13,526 | — | — | 0.09% | $1.4M | $21.35 |
As of 2025 Q4 — sorted by position size