Summit Wealth Group, LLC

Position in FTNT — Fortinet, Inc.

CIK 1802865 WHITE RIVER JUNCTION, VT

Position in FTNT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$210,152

+$210,150 QoQ

Shares Held

1,368

-98.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,301

of 1,560 holders

Holding Since

Mar 2023

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Summit Wealth Group, LLC holds $3,174,675 across 3 Software - Infrastructure names. FTNT ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,085	$2,642,846
2	ORCL	Oracle Corp	2,195	$321,677
3	FTNT	Fortinet, Inc. This page	1,368	$210,152

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,152	1,368	-98.8%	Shares	Sole	2026-08-04
2023-03-31	$2	115,640	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.