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Insight Wealth Strategies, LLC: FTNT position timeline

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

Insight Wealth Strategies, LLC held 44,762 FTNT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,762 shares
    Change vs previous 13F -13,281 shares

    0.79% of the 13F portfolio, value $8,001,655.

    13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,043 shares
    Change vs previous 13F +3,157 shares

    0.9% of the 13F portfolio, value $9,227,676.

    13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 54,886 shares
    Change vs previous 13F -1,241 shares

    0.5% of the 13F portfolio, value $4,485,284.

    13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 56,127 shares
    Change vs previous 13F +13,099 shares

    0.51% of the 13F portfolio, value $4,457,045.

    13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,028 shares
    Change vs previous 13F +757 shares

    0.43% of the 13F portfolio, value $3,617,794.

    13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,271 shares
    Change vs previous 13F -101 shares

    0.55% of the 13F portfolio, value $4,329,819.

    13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,372 shares
    Change vs previous 13F -369 shares

    0.55% of the 13F portfolio, value $4,078,729.

    13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,741 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,038,170.

    13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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