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Rooted Wealth Advisors, Inc.: FTNT position timeline

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

Rooted Wealth Advisors, Inc. held 9,143 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,143 shares
    Change vs previous 13F -916 shares

    0.34% of the 13F portfolio, value $1,404,548.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 10,059 shares
    Change vs previous 13F -1,641 shares

    0.22% of the 13F portfolio, value $830,873.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 11,700 shares
    Change vs previous 13F -98 shares

    0.27% of the 13F portfolio, value $949,104.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 11,798 shares
    Change vs previous 13F +6,633 shares

    0.31% of the 13F portfolio, value $1,012,150.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 5,165 shares
    Change vs previous 13F +788 shares

    0.18% of the 13F portfolio, value $511,645.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 4,377 shares
    Change vs previous 13F +279 shares

    0.16% of the 13F portfolio, value $370,776.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 4,098 shares
    Change vs previous 13F +957 shares

    0.15% of the 13F portfolio, value $393,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 3,141 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $243,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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