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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FTNT holding history

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

FTNT overviewAll 13F holders of FTNTFull Q2 2026 holdings

Shares (Q2 2026)
8,127
Value
$1.25M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of FTNT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,127$1.25M<0.1%−2,002−19.8%ReducedHolders
Q1 202610,129$827.8K<0.1%+2,549+33.6%AddedHolders
Q4 20257,580$602.0K<0.1%+4,629+156.9%AddedHolders
Q3 20252,951$248.1K<0.1%−3,903−56.9%ReducedHolders
Q2 20256,854$724.6K<0.1%+3,274+91.5%AddedHolders
Q1 20253,580$344.6K<0.1%+1,100+44.4%AddedHolders
Q4 20242,480$234.3K<0.1%+1,757+243.0%AddedHolders
Q3 2024723$56.1K<0.1%+84+13.1%AddedHolders
Q2 2024639$37.1K<0.1%−514−44.6%ReducedHolders
Q1 20241,153$72.8K<0.1%+88+8.3%AddedHolders
Q4 20231,065$62.3K<0.1%+38+3.7%AddedHolders
Q3 20231,027$60.3K<0.1%+52+5.3%AddedHolders
Q2 2023975$73.7K<0.1%+615+170.8%AddedHolders
Q1 2023360$23.9K<0.1%−627−63.5%ReducedHolders
Q4 2022987$48.3K<0.1%−345−25.9%ReducedHolders
Q3 20221,332$65.0K<0.1%+277+26.3%AddedHolders
Q2 20221,055$60.0K<0.1%−170−13.9%ReducedConverted for a 5-for-1 splitHolders
Q1 2022245$84.0K<0.1%−7−2.8%ReducedHolders
Q4 2021252$90.0K<0.1%–No prior filingHolders