Evergreen Private Wealth LLC

Position in FTNT — Fortinet, Inc.

CIK 2010098 GREENWOOD VILLAGE, CO

Position in FTNT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,693,377

+$2,990,236 QoQ

Shares Held

43,571

-3.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.68%

of 13F equity value

Holder Rank

#395

of 1,560 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Evergreen Private Wealth LLC holds $20,296,645 across 5 Software - Infrastructure names. FTNT ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc. This page	43,571	$6,693,377
2	CHKP	Check Point Software Technologies Ltd	50,487	$6,635,506
3	MSFT	Microsoft Corp	16,913	$6,308,887
4	PANW	Palo Alto Networks Inc	1,443	$492,091
5	VRSN	Verisign Inc/Ca	663	$166,784

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,693,377	43,571	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$3,703,141	45,315	+3.7%	Shares	Sole	2026-04-29
2025-12-31	$3,470,455	43,703	+72.0%	Shares	Sole	2026-01-28
2025-09-30	$2,136,640	25,412	+2.9%	Shares	Sole	2025-10-24
2025-06-30	$2,611,918	24,706	+18.2%	Shares	Sole	2025-07-16
2025-03-31	$2,012,507	20,907	+14.8%	Shares	Sole	2025-05-02
2024-12-31	$1,720,386	18,209	+1501.5%	Shares	Sole	2025-02-07
2024-09-30	$88,174	1,137	+1.2%	Shares	Sole	2024-11-01
2024-06-30	$67,743	1,124	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$76,643	1,122	+8.6%	Shares	Sole	2024-04-17
2023-12-31	$60,461	1,033	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.