Birchcreek Wealth Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1840341 MIAMI TOWNSHIP, OH

Position in FTNT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$549,498

+$191,810 QoQ

Shares Held

3,577

-18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#964

of 1,560 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Birchcreek Wealth Management, LLC holds $4,272,322 across 5 Software - Infrastructure names. FTNT ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,461	$2,410,082
2	ORCL	Oracle Corp	5,201	$762,206
3	FTNT	Fortinet, Inc. This page	3,577	$549,498
4	CRWD	CrowdStrike Holdings, Inc.	1,600	$305,256
5	NET	Cloudflare, Inc.	1,000	$245,280

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,498	3,577	-18.3%	Shares	Sole	2026-08-06
2026-03-31	$357,688	4,377	-1.7%	Shares	Sole	2026-05-08
2025-12-31	$353,533	4,452	0.0%	Shares	Sole	2026-01-16
2025-09-30	$374,324	4,452	+1.6%	Shares	Sole	2025-10-28
2025-06-30	$463,159	4,381	-12.0%	Shares	Sole	2025-08-07
2025-03-31	$479,471	4,981	-5.2%	Shares	Sole	2025-05-06
2024-12-31	$496,492	5,255	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$408,688	5,270	+1.9%	Shares	Sole	2024-11-06
2024-06-30	$311,595	5,170	0.0%	Shares	Sole	2024-08-02
2024-03-31	$353,162	5,170	+1195.7%	Shares	Sole	2024-04-29
2020-12-31	$59,263	399	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.