Caliber Wealth Management, LLC / KS

Position in FTNT — Fortinet, Inc.

CIK 2067120 Overland Park, KS

Position in FTNT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$316,918

+$89,902 QoQ

Shares Held

2,063

-23.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,129

of 1,560 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $10,888,359 across 6 Software - Infrastructure names. FTNT ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,075	$7,861,396
2	SNPS	Synopsys Inc	4,136	$1,844,945
3	AKAM	Akamai Technologies Inc	2,772	$327,678
4	FTNT	Fortinet, Inc. This page	2,063	$316,918
5	NTAP	NetApp, Inc.	2,020	$312,615
6	ORCL	Oracle Corp	1,534	$224,807

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,918	2,063	-23.6%	Shares	Sole	2026-07-22
2025-09-30	$227,016	2,700	-37.2%	Shares	Sole	2025-11-05
2025-06-30	$454,596	4,300	+34.4%	Shares	Sole	2025-07-30
2025-03-31	$308,032	3,200	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.