Accurate Wealth Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in FTNT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,742,050

+$948,958 QoQ

Shares Held

11,340

+16.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#661

of 1,560 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. FTNT ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	43,630	$16,274,862
2	PLTR	Palantir Technologies Inc.	26,852	$3,132,822
3	ORCL	Oracle Corp	19,604	$2,872,966
4	XYZ	Block, Inc.	34,264	$2,604,064
5	FTNT	Fortinet, Inc. This page	11,340	$1,742,050
6	PANW	Palo Alto Networks Inc	4,827	$1,646,103
7	OKTA	Okta, Inc.	6,606	$901,388
8	CRWD	CrowdStrike Holdings, Inc.	7,820	$372,984

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,742,050	11,340	+16.8%	Shares	Sole	2026-07-15
2026-03-31	$793,092	9,705	-5.5%	Shares	Sole	2026-04-23
2025-12-31	$815,381	10,268	-0.9%	Shares	Sole	2026-01-14
2025-09-30	$870,984	10,359	-48.0%	Shares	Sole	2025-10-20
2025-06-30	$2,107,105	19,931	+4.1%	Shares	Sole	2025-07-15
2025-03-31	$1,843,860	19,155	-0.2%	Shares	Sole	2025-04-15
2024-12-31	$1,812,882	19,188	+62.3%	Shares	Sole	2025-01-14
2024-09-30	$916,641	11,820	+15.1%	Shares	Sole	2024-10-17
2024-06-30	$618,912	10,269	+1.5%	Shares	Sole	2024-07-17
2024-03-31	$691,297	10,120	-11.8%	Shares	Sole	2024-04-23
2023-12-31	$671,865	11,479	-19.2%	Shares	Sole	2024-01-12
2023-09-30	$833,373	14,202	+8.6%	Shares	Sole	2023-10-23
2023-06-30	$988,717	13,080	-1.5%	Shares	Sole	2023-07-24
2023-03-31	$882,322	13,276	+900.5%	Shares	Sole	2023-04-13
2022-12-31	$64,877	1,327	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.