Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,966,182
+$935,612 QoQ
Shares Held
12,799
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
16.82%
of 13F equity value
Holder Rank
#638
of 1,560 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ELEVATE WEALTH ADVISORY, INC holds $2,843,898 across 2 Software - Infrastructure names. FTNT ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
This page
|
12,799 | $1,966,182 | |
| 2 | MSFT |
Microsoft Corp
|
2,353 | $877,716 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,182 | 12,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,030,570 | 12,611 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,062,939 | 12,642 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,341,375 | 12,688 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,223,464 | 12,710 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,200,368 | 12,705 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $992,562 | 12,799 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $771,034 | 12,793 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||