Ascentis Independent Advisors

Position in FTNT — Fortinet, Inc.

CIK 1845003 DALLAS, TX

Position in FTNT

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

Position Value

$14,286

-$33,354 QoQ

Shares Held

-84.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,464

of 1,557 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ascentis Independent Advisors holds $503,790 across 6 Software - Infrastructure names. FTNT ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	797	$297,293
2	CRWD	CrowdStrike Holdings, Inc.	856	$163,311
3	ORCL	Oracle Corp	139	$20,370
4	FTNT	Fortinet, Inc. This page	93	$14,286
5	FOUR	Shift4 Payments, Inc.	125	$6,080
6	PLTR	Palantir Technologies Inc.	21	$2,450

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,286	93	-84.0%	Shares	Sole	2026-08-04
2026-03-31	$47,640	583	+687.8%	Shares	Sole	2026-04-28
2024-09-30	$5,737	74	-98.4%	Shares	Sole	2024-10-29
2023-12-31	$270,174	4,616	+9.5%	Shares	Sole	2024-02-02
2023-09-30	$247,394	4,216	—	Shares	Sole	2023-10-20
No filing history on record for this holder in this stock.