13F

Position

CFC Planning Co 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 $26.9K$79.41$81.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202511.7K$925.6K0.7%
Q1 202613.2K$1.08M$81.72$26.9K$127.9K0.8%