Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership54,410 shares
Latest Disclosed Value $ 4,446,367
Institute for Wealth Management, LLC. reports 0.51% decrease in ownership of FTNT / Fortinet, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 54,410 shares of Fortinet, Inc. (MX:FTNT) valued at $4,446,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 54,690 shares of Fortinet, Inc.. This represents a change in shares of -0.51% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F FORTINET COM 34959E109 54,410 -280 -0.51 4,446 2.40 0.4738
2026-01-27 2025-12-31 13F FORTINET COM 34959E109 54,690 -195 -0.36 4,343 -5.90 0.4601
2025-10-17 2025-09-30 13F FORTINET COM 34959E109 54,885 -1,688 -2.98 4,615 -22.84 0.4807
2025-07-18 2025-06-30 13F FORTINET COM 34959E109 56,573 -105 -0.19 5,981 9.62 0.6669
2025-04-21 2025-03-31 13F FORTINET COM 34959E109 56,678 -805 -1.40 5,456 0.46 0.7000
2025-01-23 2024-12-31 13F FORTINET COM 34959E109 57,483 -260 -0.45 5,431 21.29 0.6803
2024-11-12 2024-09-30 13F FORTINET COM 34959E109 57,743 43 0.07 4,478 28.76 0.5651
2024-07-25 2024-06-30 13F FORTINET COM 34959E109 57,700 780 1.37 3,478 -10.57 0.4661
2024-04-30 2024-03-31 13F FORTINET COM 34959E109 56,920 -112 -0.20 3,888 16.48 0.5011
2024-01-31 2023-12-31 13F FORTINET COM 34959E109 57,032 -657 -1.14 3,338 -1.39 0.5416
2023-10-13 2023-09-30 13F FORTINET COM 34959E109 57,689 -211 -0.36 3,385 -22.65 0.6105
2023-07-25 2023-06-30 13F FORTINET COM 34959E109 57,900 9 0.02 4,377 13.75 0.7382
2023-04-20 2023-03-31 13F FORTINET COM 34959E109 57,891 -601 -1.03 3,847 34.56 0.7348
2023-02-02 2022-12-31 13F FORTINET COM 34959E109 58,492 -1,041 -1.75 2,860 -2.26 0.6012
2022-10-18 2022-09-30 13F FORTINET COM 34959E109 59,533 0 0.00 2,925 -13.15 0.6563
2022-07-25 2022-06-30 13F FORTINET COM 34959E109 59,533 47,562 397.31 3,368 -17.67 0.6613
2022-04-29 2022-03-31 13F FORTINET COM 34959E109 11,971 -27 -0.23 4,091 -5.13 0.6619
2022-01-21 2021-12-31 13F FORTINET COM 34959E109 11,998 -149 -1.23 4,312 21.57 0.7025
2021-11-15 2021-09-30 13F FORTINET COM 34959E109 12,147 -56 -0.46 3,547 22.02 0.6225
2021-07-21 2021-06-30 13F FORTINET COM 34959E109 12,203 0 0.00 2,907 29.20 0.5104
2021-05-04 2021-03-31 13F FORTINET COM 34959E109 12,203 -124 -1.01 2,250 22.88 0.4278
2021-02-01 2020-12-31 13F FORTINET COM 34959E109 12,327 -299 -2.37 1,831 23.13 0.3640
2020-11-03 2020-09-30 13F FORTINET COM 34959E109 12,626 81 0.65 1,487 -13.65 0.3395
2020-07-30 2020-06-30 13F FORTINET COM 34959E109 12,545 0 0.00 1,722 35.70 0.4216
2020-04-29 2020-03-31 13F FORTINET COM 34959E109 12,545 12,545 1,269 0.3913
2019-08-02 2019-06-30 13F FORTINET COM 34959E109 0 -16,541 -100.00 0 -100.00
2019-05-15 2019-03-31 13F FORTINET COM 34959E109 16,541 0 0.00 1,389 19.23 0.3020
2019-02-08 2018-12-31 13F FORTINET COM 34959E109 16,541 -198 -1.18 1,165 -22.33 0.4782
2018-10-29 2018-09-30 13F FORTINET COM 34959E109 16,739 0 0.00 1,500 43.68 0.5063
2018-08-10 2018-06-30 13F FORTINET COM 34959E109 16,739 -19 -0.11 1,044 12.14 0.3327
2018-05-15 2018-03-31 13F FORTINET COM 34959E109 16,758 -4 -0.02 931 27.36 0.2744
2018-02-12 2017-12-31 13F FORTINET COM 34959E109 16,762 -1,540 -8.41 731 11.09 0.1687
2017-11-14 2017-09-30 13F FORTINET COM 34959E109 18,302 4 0.02 658 -3.80 0.2139
2017-08-14 2017-06-30 13F FORTINET COM 34959E109 18,298 18,298 684 0.1882
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.