CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

FTNT holding history

Fortinet, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTNT overview All 13F holders of FTNT Full Q2 2026 holdings

Shares (Q2 2026): 148,936
Value: $22.9M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of FTNT by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	148,936	$22.9M	0.9%	+8,790+6.3%	Added	Holders
Q1 2026	140,146	$11.5M	0.7%	+28,931+26.0%	Added	Holders
Q4 2025	111,215	$8.83M	0.8%	+13,631+14.0%	Added	Holders
Q3 2025	97,584	$8.20M	0.8%	−681−0.7%	Reduced	Holders
Q2 2025	98,265	$10.4M	1.1%	+19,136+24.2%	Added	Holders
Q1 2025	79,129	$7.62M	0.9%	+8,292+11.7%	Added	Holders
Q4 2024	70,837	$6.69M	0.7%	+150.0%	Added	Holders
Q3 2024	70,822	$5.49M	0.6%	−4,292−5.7%	Reduced	Holders
Q2 2024	75,114	$4.53M	0.5%	−16,414−17.9%	Reduced	Holders
Q1 2024	91,528	$6.25M	0.6%	+12,330+15.6%	Added	Holders
Q4 2023	79,198	$4.64M	0.5%	+478+0.6%	Added	Holders
Q3 2023	78,720	$4.62M	0.6%	+73,505+1,409.5%	Added	Holders
Q2 2023	5,215	$394.2K	<0.1%	−438−7.7%	Reduced	Holders
Q1 2023	5,653	$375.7K	<0.1%	−32,353−85.1%	Reduced	Holders
Q4 2022	38,006	$1.86M	0.2%	−19,120−33.5%	Reduced	Holders
Q3 2022	57,126	$2.81M	0.4%	−2,942−4.9%	Reduced	Holders
Q2 2022	60,068	$3.40M	0.5%	−2,067−3.3%	ReducedConverted for a 5-for-1 split	Holders
Q1 2022	12,427	$4.25M	0.5%	+489+4.1%	Added	Holders
Q4 2021	11,938	$4.29M	0.5%	−2,147−15.2%	Reduced	Holders
Q3 2021	14,085	$4.11M	0.5%	+3,086+28.1%	Added	Holders
Q2 2021	10,999	$2.62M	0.3%	+5,872+114.5%	Added	Holders
Q1 2021	5,127	$946.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.