Position in FTNT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$921
-$1,433 QoQ
Shares Held
6
-78.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,541
of 1,557 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,108,386 across 17 Software - Infrastructure names. FTNT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,419 | $2,021,395 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
245 | $38,472 | |
| 3 | ORCL |
Oracle Corp
|
242 | $35,465 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
100 | $4,769 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7 | $2,387 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
12 | $1,400 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
6 | $921 | |
| 8 | TWLO |
Twilio Inc
|
3 | $618 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921 | 6 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $2,354 | 28 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $3,272 | 34 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $236,729 | 3,562 | Shares | Other | 2023-04-25 | |
| 2022-06-30 | $234,524 | 4,145 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $273,392 | 800 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $286,441 | 797 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $236,260 | 809 | Shares | Other | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||