Skip to content
Disclosery

Capital Planning Advisors, LLC: FTNT position timeline

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

Capital Planning Advisors, LLC held 21,314 FTNT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 21,314 shares
    Change vs previous 13F +3,250 shares

    0.25% of the 13F portfolio, value $1,741,780.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 18,064 shares
    Change vs previous 13F +1,810 shares

    0.19% of the 13F portfolio, value $1,434,462.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,254 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,366,636.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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