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Evergreen Private Wealth LLC: FTNT position timeline

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

Evergreen Private Wealth LLC held 43,571 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,571 shares
    Change vs previous 13F -1,744 shares

    2.48% of the 13F portfolio, value $6,693,341.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 45,315 shares
    Change vs previous 13F +1,612 shares

    1.5% of the 13F portfolio, value $3,703,123.

    13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 43,703 shares
    Change vs previous 13F +18,291 shares

    1.37% of the 13F portfolio, value $3,470,437.

    13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,412 shares
    Change vs previous 13F +706 shares

    0.87% of the 13F portfolio, value $2,136,641.

    13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,706 shares
    Change vs previous 13F +3,799 shares

    1.09% of the 13F portfolio, value $2,611,918.

    13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,907 shares
    Change vs previous 13F +2,698 shares

    0.94% of the 13F portfolio, value $2,012,508.

    13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,209 shares
    Change vs previous 13F +17,072 shares

    0.81% of the 13F portfolio, value $1,720,386.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,137 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $88,174.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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