LEVEL FOUR ADVISORY SERVICES, LLC

Position in FTNT — Fortinet, Inc.

CIK 1696715 DALLAS, TX

Position in FTNT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$479,448

+$215,738 QoQ

Shares Held

3,121

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#993

of 1,560 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. FTNT ranks #11 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	182,005	$67,891,505
2	TWLO	Twilio Inc	61,358	$12,659,996
3	PANW	Palo Alto Networks Inc	27,242	$9,290,066
4	MDB	MongoDB, Inc.	23,260	$7,813,034
5	PLTR	Palantir Technologies Inc.	34,688	$4,047,048
6	ORCL	Oracle Corp	21,540	$3,156,687
7	CRWD	CrowdStrike Holdings, Inc.	9,320	$1,778,116
8	CRWV	CoreWeave, Inc.	11,693	$1,163,921

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,448	3,121	-3.3%	Shares	Sole	2026-08-10
2026-03-31	$263,710	3,227	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$267,373	3,367	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$286,712	3,410	-1.6%	Shares	Sole	2025-11-12
2025-06-30	$366,214	3,464	+43.9%	Shares	Sole	2025-08-13
2025-03-31	$231,794	2,408	-6.5%	Shares	Sole	2025-05-14
2024-12-31	$243,286	2,575	-9.0%	Shares	Sole	2025-02-12
2024-09-30	$219,388	2,829	-49.6%	Shares	Sole	2024-11-14
2024-06-30	$338,536	5,617	-47.6%	Shares	Sole	2024-08-09
2022-12-31	$523,660	10,711	+199.9%	Shares	Sole	2023-02-13
2021-06-30	$850,814	3,572	-22.5%	Shares	Sole	2021-08-09
2021-03-31	$849,807	4,608	-3.6%	Shares	Sole	2021-05-10
2020-12-31	$709,676	4,778	+212.1%	Shares	Sole	2021-02-10
2020-06-30	$210,160	1,531	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.