포티넷, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership27,906 shares
Latest Disclosed Value $ 2,280,509
HB Wealth Management, LLC reports 38.90% increase in ownership of FTNT / Fortinet, Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,906 shares of Fortinet, Inc. (MX:FTNT) valued at $2,280,509 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 20,091 shares of Fortinet, Inc.. This represents a change in shares of 38.90% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F FORTINET COM 34959E109 27,906 7,815 38.90 2,281 42.95 0.0148
2026-01-28 2025-12-31 13F FORTINET COM 34959E109 20,091 6,514 47.98 1,595 39.79 0.0103
2025-10-23 2025-09-30 13F FORTINET COM 34959E109 13,577 -176 -1.28 1,142 -21.47 0.0077
2025-07-17 2025-06-30 13F FORTINET COM 34959E109 13,753 -290 -2.07 1,454 7.55 0.0116
2025-05-07 2025-03-31 13F FORTINET COM 34959E109 14,043 1,930 15.93 1,352 18.09 0.0113
2025-01-15 2024-12-31 13F FORTINET COM 34959E109 12,113 1,041 9.40 1,144 33.33 0.0117
2024-10-15 2024-09-30 13F FORTINET COM 34959E109 11,072 973 9.63 859 41.12 0.0092
2024-07-26 2024-06-30 13F FORTINET COM 34959E109 10,099 2,581 34.33 609 18.52 0.0071
2024-04-30 2024-03-31 13F FORTINET COM 34959E109 7,518 2,550 51.33 514 76.90 0.0065
2024-01-16 2023-12-31 13F FORTINET COM 34959E109 4,968 -6,451 -56.49 291 -56.72 0.0042
2023-10-13 2023-09-30 13F FORTINET COM 34959E109 11,419 1,493 15.04 670 -10.67 0.0108
2023-07-13 2023-06-30 13F FORTINET COM 34959E109 9,926 -98 -0.98 750 12.61 0.0120
2023-04-13 2023-03-31 13F FORTINET COM 34959E109 10,024 4,114 69.61 666 131.25 0.0116
2023-01-20 2022-12-31 13F FORTINET COM 34959E109 5,910 -2,003 -25.31 289 -25.96 0.0053
2022-10-19 2022-09-30 13F FORTINET COM 34959E109 7,913 -295 -3.59 389 -16.16 0.0083
2022-07-15 2022-06-30 13F FORTINET COM 34959E109 8,208 6,732 456.10 464 -7.94 0.0095
2022-05-16 2022-03-31 13F FORTINET COM 34959E109 1,476 -96 -6.11 504 -10.80 0.0093
2022-02-15 2021-12-31 13F FORTINET COM 34959E109 1,572 1,572 565 0.0114
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.