Position in FTNT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$279,399
-$28,155 QoQ
Shares Held
3,419
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026waypoint wealth counsel holds $5,369,622 across 1 Software - Infrastructure name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,395 | $5,369,622 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,399 | 3,419 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $307,554 | 3,873 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $433,769 | 4,103 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,959 | 2,524 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||