NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in FTNT — Fortinet, Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in FTNT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$212,456

-$536,781 QoQ

Shares Held

1,383

-80.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,295

of 1,560 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $58,227,399 across 11 Software - Infrastructure names. FTNT ranks #11 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	77,996	$29,094,067
2	CORZ	Core Scientific, Inc./tx	441,939	$11,309,219
3	PANW	Palo Alto Networks Inc	20,852	$7,110,949
4	PLTR	Palantir Technologies Inc.	33,491	$3,907,394
5	ORCL	Oracle Corp	16,572	$2,428,626
6	TWLO	Twilio Inc	8,348	$1,722,442
7	CRWD	CrowdStrike Holdings, Inc.	16,176	$771,534
8	CRWV	CoreWeave, Inc.	6,609	$657,859

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,456	1,383	-80.5%	Shares	Sole	2026-07-23
2025-06-30	$749,237	7,087	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$687,970	7,147	-32.0%	Shares	Sole	2025-05-13
2024-03-31	$717,733	10,507	-34.0%	Shares	Sole	2024-04-23
2023-12-31	$931,446	15,914	-23.6%	Shares	Sole	2024-02-09
2023-09-30	$1,222,656	20,836	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$1,599,635	21,162	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$1,420,050	21,367	+5.6%	Shares	Sole	2023-05-15
2022-12-31	$989,386	20,237	-4.0%	Shares	Sole	2023-02-07
2022-09-30	$1,035,562	21,078	-2.9%	Shares	Sole	2022-11-14
2022-06-30	$1,228,068	21,705	+380.1%	Shares	Sole	2022-08-15
2022-03-31	$1,545,006	4,521	+172.2%	Shares	Sole	2022-05-13
2021-12-31	$596,963	1,661	+40.9%	Shares	Sole	2022-02-10
2021-09-30	$344,315	1,179	-11.9%	Shares	Sole	2021-11-12
2021-06-30	$318,936	1,339	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.