Avior Wealth Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1599868 OMAHA, NE

Position in FTNT

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$203,319

+$174,220 QoQ

Shares Held

2,488

+707.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	58,055	$21,655,676
2	ORCL	Oracle Corp	52,166	$7,644,927
3	PANW	Palo Alto Networks Inc	16,988	$5,793,247
4	PLTR	Palantir Technologies Inc.	15,056	$1,756,583
5	IOT	Samsara Inc.	15,956	$517,453
6	XYZ	Block, Inc.	6,081	$462,156
7	RBRK	Rubrik, Inc.	4,640	$372,499
8	CRWV	CoreWeave, Inc.	3,610	$359,339

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$203,319	2,488	+707.8%	Shares	Sole	2026-04-09
2024-12-31	$29,099	308	+14.5%	Shares	Sole	2025-01-17
2024-09-30	$20,860	269	+86.8%	Shares	Sole	2024-11-08
2024-06-30	$8,678	144	-70.6%	Shares	Sole	2024-08-13
2024-03-31	$33,403	489	+267.7%	Shares	Sole	2024-04-30
2023-12-31	$7,784	133	+84.7%	Shares	Sole	2024-01-30
2023-09-30	$4,224	72	0.0%	Shares	Sole	2023-10-17
2023-06-30	$5,442	72	0.0%	Shares	Sole	2023-07-19
2023-03-31	$4,785	72	+800.0%	Shares	Sole	2023-05-10
2021-12-31	$2,875	8	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,336	8	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,905	8	-99.8%	Shares	Sole	2021-07-27
2021-03-31	$898,863	4,874	-10.1%	Shares	Sole	2021-05-11
2020-12-31	$805,032	5,420	0.0%	Shares	Sole	2021-02-09
2020-09-30	$638,530	5,420	+6.5%	Shares	Other	2020-10-20
2020-06-30	$698,704	5,090	+14.4%	Shares	Other	2020-07-02
2020-03-31	$450,206	4,450	—	Shares	Other	2020-04-01
No filing history on record for this holder in this stock.