Position in FTNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$307,240
New position
Shares Held
2,000
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,144
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Roberts Wealth Advisors, LLC holds $20,416,139 across 6 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,240 | 2,000 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||