Ownership history in SVB WEALTH LLC · 43 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC 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 | REDUCED | 11,062 | -144 | -1.3% | 0.05% | $930K | $84.08 |
| 2025 Q2 | REDUCED | 11,206 | -1,788 | -13.8% | 0.06% | $1.2M | $105.72 |
| 2025 Q1 | REDUCED | 12,994 | -2,219 | -14.6% | 0.05% | $1.3M | $96.26 |
| 2024 Q4 | REDUCED | 15,213 | -5,925 | -28.0% | 0.03% | $1.4M | $94.48 |
| 2024 Q2 | ADDED | 21,138 | +1,216 | +6.1% | 0.03% | $1.3M | $60.27 |
| 2024 Q1 | REDUCED | 19,922 | -374 | -1.8% | 0.03% | $1.4M | $68.31 |
| 2023 Q4 | ADDED | 20,296 | +888 | +4.6% | 0.03% | $1.2M | $58.53 |
| 2023 Q3 | ADDED | 19,408 | +4,284 | +28.3% | 0.03% | $1.1M | $58.68 |
| 2023 Q2 | REDUCED | 15,124 | -601 | -3.8% | 0.02% | $1.1M | $75.59 |
| 2023 Q1 | REDUCED | 15,725 | -5,386 | -25.5% | 0.01% | $1.0M | $66.46 |
As of 2025 Q4 — sorted by position size