Williams Jones Wealth Management, LLC.: FTNT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on FTNT, newest first. How the timeline and the estimate are built.
Williams Jones Wealth Management, LLC. held 154,491 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 154,491 sharesChange vs previous 13F -12,290 shares
0.27% of the 13F portfolio, value $23,732,907.
13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 166,781 sharesChange vs previous 13F -15,563 shares
0.17% of the 13F portfolio, value $13,629,343.
13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 182,344 sharesChange vs previous 13F -23,568 shares
0.16% of the 13F portfolio, value $14,479,937.
13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 205,912 sharesChange vs previous 13F -11,635 shares
0.2% of the 13F portfolio, value $17,313,081.
13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 217,547 sharesChange vs previous 13F -1,571 shares
0.28% of the 13F portfolio, value $22,999,069.
13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 219,118 sharesChange vs previous 13F -6,878 shares
0.27% of the 13F portfolio, value $21,092,299.
13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 225,996 sharesChange vs previous 13F -14,815 shares
0.26% of the 13F portfolio, value $21,352,102.
13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 240,811 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $18,674,893.
13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).