Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$623,236
+$291,698 QoQ
Shares Held
4,057
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#930
of 1,560 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $67,191,676 across 12 Software - Infrastructure names. FTNT ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,468 | $65,080,053 | |
| 2 | ORCL |
Oracle Corp
|
8,027 | $1,176,356 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
4,057 | $623,236 | |
| 4 | PANW |
Palo Alto Networks Inc
|
231 | $78,775 | |
| 5 | GEN |
Gen Digital Inc.
|
3,005 | $74,794 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
582 | $67,901 | |
| 7 | RBRK |
Rubrik, Inc.
|
620 | $49,773 | |
| 8 | VRSN |
Verisign Inc/Ca
|
84 | $21,131 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,236 | 4,057 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $331,538 | 4,057 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $322,166 | 4,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $341,112 | 4,057 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $428,906 | 4,057 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $390,526 | 4,057 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $383,305 | 4,057 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $314,620 | 4,057 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $244,515 | 4,057 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $277,133 | 4,057 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $219,487 | 3,750 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $220,050 | 3,750 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $283,462 | 3,750 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $249,225 | 3,750 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $183,337 | 3,750 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $184,237 | 3,750 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $212,175 | 3,750 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $256,305 | 750 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $269,550 | 750 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $219,030 | 750 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $178,642 | 750 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $138,315 | 750 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $111,397 | 750 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $88,357 | 750 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $102,952 | 750 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $75,877 | 750 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||