Position in FTNT
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$300,480
+$153,384 QoQ
Shares Held
1,956
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,129
of 1,534 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Wealth Strategies & Associates holds $1,678,415 across 2 Software - Infrastructure names. FTNT ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,694 | $1,377,935 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
1,956 | $300,480 |
All Filings in FTNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,480 | 1,956 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $147,096 | 1,800 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $162,790 | 2,050 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $167,907 | 1,997 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $211,122 | 1,997 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $192,231 | 1,997 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $2,078 | 22 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $1,706 | 22 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,325 | 22 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,502 | 22 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,287 | 22 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,290 | 22 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,662 | 22 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,462 | 22 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,075 | 22 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||