Position in FTNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$464,086
+$247,283 QoQ
Shares Held
3,021
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,012
of 1,568 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BIP Wealth, LLC holds $26,147,872 across 9 Software - Infrastructure names. FTNT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,085 | $15,325,526 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,240 | $3,492,044 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,836 | $2,314,266 | |
| 4 | ORCL |
Oracle Corp
|
15,348 | $2,249,249 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,004 | $1,717,828 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
3,021 | $464,086 | |
| 7 | DAVA |
Endava plc
|
88,975 | $251,799 | |
| 8 | NET |
Cloudflare, Inc.
|
974 | $238,902 |
All Filings in FTNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,086 | 3,021 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $216,803 | 2,653 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $258,797 | 3,259 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $326,566 | 3,884 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $346,127 | 3,274 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $315,829 | 3,281 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $320,476 | 3,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $295,465 | 3,810 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $239,620 | 3,170 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $223,637 | 3,365 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||