13F

Position

Basepoint Wealth LLC in Fortinet, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $832$79.41$81.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025360$28.6K0.0%
Q1 2026360$29.4K$81.72$832−$00.0%