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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

FTNT holding history

Fortinet, Inc. in every 13F filed by Bordeaux 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 2025 holdings

Shares (Q2 2025)
6,181
Value
$653.5K
% of portfolio
0.1%
Quarters held
12
Since Q3 2022
Holdings of FTNT by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20256,181$653.5K0.1%+247+4.2%AddedHolders
Q1 20255,934$571.2K0.1%−206−3.4%ReducedHolders
Q4 20246,140$580.1K0.1%+263+4.5%AddedHolders
Q3 20245,877$455.8K0.1%+247+4.4%AddedHolders
Q2 20245,630$339.3K0.1%+29+0.5%AddedHolders
Q1 20245,601$382.6K0.1%+81+1.5%AddedHolders
Q4 20235,520$323.1K0.1%+11+0.2%AddedHolders
Q3 20235,509$323.3K0.1%−274−4.7%ReducedHolders
Q2 20235,783$437.1K0.2%−20.0%ReducedHolders
Q1 20235,785$384.5K0.2%+10+0.2%AddedHolders
Q4 20225,775$282.3K0.2%00.0%UnchangedHolders
Q3 20225,775$284.0K0.2%+5,775NewHolders