Independent Solutions Wealth Management, LLC
Position in FTNT — Fortinet, Inc.
CIK 1818391
Williamsville, NY
Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$236,574
-$56,564 QoQ
Shares Held
1,540
-60.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,243
of 1,560 holders
Holding Since
Jun 2022
5 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, 2026Independent Solutions Wealth Management, LLC holds $31,011,724 across 8 Software - Infrastructure names. FTNT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
72,968 | $8,513,176 | |
| 2 | MSFT |
Microsoft Corp
|
21,540 | $8,034,850 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
30,908 | $5,896,782 | |
| 4 | NET |
Cloudflare, Inc.
|
15,656 | $3,840,103 | |
| 5 | CRWV |
CoreWeave, Inc.
|
35,472 | $3,530,882 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,426 | $486,294 | |
| 7 | ORCL |
Oracle Corp
|
3,228 | $473,063 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
1,540 | $236,574 |
All Filings in FTNT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,574 | 1,540 | Shares | Sole | 2026-07-29 | |
| 2023-06-30 | $293,138 | 3,878 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $207,820 | 3,127 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $279,549 | 5,690 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $401,435 | 7,095 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||