福蒂公司
MX ˙ BMV ˙ US34959J1088
SecurityMX:FTV / Fortive Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership230 shares
Latest Disclosed Value $ 12,714
Pinnacle Wealth Planning Services, Inc. reports 11.11% increase in ownership of FTV / Fortive Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 230 shares of Fortive Corporation (MX:FTV) valued at $12,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 207 shares of Fortive Corporation. This represents a change in shares of 11.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F FORTIVE COM 34959J108 230 23 11.11 13 9.09 0.0013
2026-02-13 2025-12-31 13F FORTIVE COM 34959J108 207 207 11 0.0012
2024-08-09 2024-06-30 13F FORTIVE CORP COM Stock 34959J108 0 -2,577 -100.00 0 -100.00
2024-05-10 2024-03-31 13F FORTIVE CORP COM Stock 34959J108 2,577 -199 -7.17 222 8.33 0.0325
2024-02-08 2023-12-31 13F FORTIVE CORP COM Stock 34959J108 2,776 0 0.00 204 -0.49 0.0321
2023-11-08 2023-09-30 13F FORTIVE CORP COM Stock 34959J108 2,776 1 0.04 206 -0.97 0.0339
2023-08-07 2023-06-30 13F FORTIVE CORP COM Stock 34959J108 2,775 2,775 207 0.0335
2021-04-29 2021-03-31 13F FORTIVE CORP COM Stock 34959J108 0 -2,113 -100.00 0 -100.00
2021-02-12 2020-12-31 13F FORTIVE CORP COM Stock 34959J108 2,113 2,113 150 0.0358
2020-05-11 2020-03-31 13F FORTIVE CORP COM Stock 34959J108 0 -2,737 -100.00 0 -100.00
2020-02-07 2019-12-31 13F FORTIVE CORP COM Stock 34959J108 2,737 2,737 209 0.0983
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.