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Disclosery

Transform Wealth, LLC: FTNT position timeline

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

Transform Wealth, LLC held 6,676 FTNT shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,676 shares
    Change vs previous 13F -338 shares

    0.04% of the 13F portfolio, value $642,632.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 7,014 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $662,683.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 7,109 shares
    Change vs previous 13F -3,752 shares

    0.04% of the 13F portfolio, value $551,303.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 10,861 shares
    Change vs previous 13F -123,026 shares

    0.05% of the 13F portfolio, value $654,593.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 133,887 shares
    Change vs previous 13F +4,291 shares

    0.87% of the 13F portfolio, value $9,145,815.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 129,596 shares
    Change vs previous 13F -6,611 shares

    0.74% of the 13F portfolio, value $7,585,254.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 136,207 shares
    Change vs previous 13F +19,984 shares

    0.84% of the 13F portfolio, value $7,992,627.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 116,223 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,785,297.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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