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WILLNER & HELLER, LLC

Position in FTNT — Fortinet, Inc.

CIK 1927796 ENCINO, CA

Position in FTNT

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,526,982
+$702,428 QoQ
Shares Held
9,940
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#690
of 1,560 holders
Holding Since
Dec 2021
16 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, 2026

WILLNER & HELLER, LLC holds $7,232,812 across 5 Software - Infrastructure names. FTNT ranks #2 (21.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FTNT
Fortinet, Inc.
This page
9,940 $1,526,982

All Filings in FTNT

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,526,982 9,940
2026-03-31 $824,554 10,090
2025-12-31 $833,805 10,500
2025-09-30 $880,738 10,475
2025-06-30 $993,979 9,402
2025-03-31 $905,036 9,402
2024-12-31 $888,300 9,402
2024-09-30 $733,778 9,462
2024-06-30 $564,247 9,362
2024-03-31 $639,518 9,362
2023-12-31 $489,427 8,362
2022-12-31 $415,418 8,497
2022-09-30 $330,497 6,727
2022-06-30 $264,511 4,675
2022-03-31 $259,722 760
2021-12-31 $283,926 790