Skip to content
Disclosery

Avitas Wealth Management LLC: FTNT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on FTNT, newest first. How the timeline and the estimate are built.

Avitas Wealth Management LLC held 6,421 FTNT shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 6,421 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $606,656.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 6,596 shares
    Change vs previous 13F -521 shares

    0.07% of the 13F portfolio, value $511,520.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 7,117 shares
    Change vs previous 13F -1,959 shares

    0.06% of the 13F portfolio, value $428,942.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 9,076 shares
    Change vs previous 13F -101 shares

    0.09% of the 13F portfolio, value $619,982.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 9,177 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $537,130.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 9,210 shares
    Change vs previous 13F +1,331 shares

    0.1% of the 13F portfolio, value $540,443.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 7,879 shares
    Change vs previous 13F -107 shares

    0.11% of the 13F portfolio, value $595,574.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 7,986 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $530,750.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).