Heritage Wealth Advisors »

Fortinet shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Fortinet

Tip: Access up to 7 years of quarterly data

All positions including Fortinet held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fortinet by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $315k 4.1k 77.55
2024-06-30 $245k 4.1k 60.27
2024-03-31 $277k 4.1k 68.31
2023-12-31 $222k 3.8k 58.53
2023-09-30 $220k 3.8k 58.68
2023-06-30 $284k 3.8k 75.59
2023-03-31 $249k 3.8k 66.46
2022-12-31 $183k 3.8k 48.89
2022-09-30 $184k 3.8k 49.13
2022-06-30 $212k 3.8k 56.53
2022-03-31 $256k 750 341.33
2021-12-31 $270k 750 359.40
2021-09-30 $219k 750 292.04
2021-06-30 $179k 750 238.19
2021-03-31 $138k 750 184.42
2020-12-31 $111k 750 148.00
2020-09-30 $88k 750 117.81
2020-06-30 $102k 124 822.58
2020-03-31 $76k 750 101.17
2019-12-31 $80k 750 106.76
2019-09-30 $57k 750 76.00
2019-06-30 $58k 750 76.83
2019-03-31 $63k 750 83.97
2018-12-31 $52k 750 69.33
2018-09-30 $69k 750 92.00