Position in FTNT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,150
-$9,586 QoQ
Shares Held
14
-93.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,526
of 1,557 holders
Holding Since
Mar 2023
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, 2026West Financial Advisors, LLC holds $1,379,084 across 8 Software - Infrastructure names. FTNT ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,681 | $1,000,066 | |
| 2 | ORCL |
Oracle Corp
|
2,289 | $335,452 | |
| 3 | NTAP |
NetApp, Inc.
|
237 | $36,678 | |
| 4 | ARQQ |
Arqit Quantum Inc.
|
100 | $2,972 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
14 | $2,150 | |
| 6 | NET |
Cloudflare, Inc.
|
7 | $1,716 | |
| 7 | S |
SentinelOne, Inc.
|
3 | $50 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
0 | $0 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,150 | 14 | Shares | Sole | 2026-07-08 | |
| 2023-09-30 | $11,736 | 200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,118 | 200 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $13,292 | 200 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||