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EverSource Wealth Advisors, LLC: FTNT position timeline

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

EverSource Wealth Advisors, LLC held 8,127 FTNT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,127 shares
    Change vs previous 13F -2,002 shares

    0.04% of the 13F portfolio, value $1,248,513.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, 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/A 10,129 shares
    Change vs previous 13F +2,549 shares

    0.03% of the 13F portfolio, value $827,788.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, 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 7,580 shares
    Change vs previous 13F +4,629 shares

    0.02% of the 13F portfolio, value $601,951.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, 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 2,951 shares
    Change vs previous 13F -3,903 shares

    0.01% of the 13F portfolio, value $248,145.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, 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 6,854 shares
    Change vs previous 13F +3,274 shares

    0.03% of the 13F portfolio, value $724,635.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, 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 3,580 shares
    Change vs previous 13F +1,100 shares

    0.02% of the 13F portfolio, value $344,611.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, 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 2,480 shares
    Change vs previous 13F +1,757 shares

    0.01% of the 13F portfolio, value $234,310.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, 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 723 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,070.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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