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Disclosery

True Wealth Design, LLC: FTNT position timeline

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

True Wealth Design, LLC held 1,684 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,684 shares
    Change vs previous 13F -433 shares

    0.06% of the 13F portfolio, value $258,697.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 2,117 shares
    Change vs previous 13F +1,075 shares

    0.05% of the 13F portfolio, value $173,002.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 1,042 shares
    Change vs previous 13F +741 shares

    0.02% of the 13F portfolio, value $82,746.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 301 shares
    Change vs previous 13F -1,527 shares

    0.01% of the 13F portfolio, value $25,299.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 1,828 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $193,245.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 1,827 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $175,857.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 1,772 shares
    Change vs previous 13F +198 shares

    0.06% of the 13F portfolio, value $167,409.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 1,574 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $122,064.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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