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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTNT overviewAll 13F holders of FTNTFull Q2 2026 holdings

Shares (Q2 2026)
2,463
Value
$378.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FTNT by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,463$378.4K<0.1%+26+1.1%AddedHolders
Q1 20262,437$217.5K<0.1%−19−0.8%ReducedHolders
Q4 20252,456$195.0K<0.1%+89+3.8%AddedHolders
Q3 20252,367$199.0K<0.1%−28−1.2%ReducedHolders
Q2 20252,395$253.2K<0.1%+10.0%AddedHolders
Q1 20252,394$230.4K<0.1%+3+0.1%AddedHolders
Q4 20242,391$225.9K<0.1%00.0%UnchangedHolders
Q3 20242,391$185.4K<0.1%+354+17.4%AddedHolders
Q2 20242,037$122.8K<0.1%−150−6.9%ReducedHolders
Q1 20242,187$149.4K<0.1%00.0%UnchangedHolders
Q4 20232,187$129.9K<0.1%−80−3.5%ReducedHolders
Q3 20232,267$133.0K<0.1%+100+4.6%AddedHolders
Q2 20232,167$163.8K<0.1%−45−2.0%ReducedHolders
Q1 20232,212$147.0K<0.1%−83−3.6%ReducedHolders
Q4 20222,295$112.2K<0.1%+750+48.5%AddedHolders
Q3 20221,545$75.9K<0.1%00.0%UnchangedHolders
Q2 20221,545$87.4K<0.1%+45+3.0%AddedConverted for a 5-for-1 splitHolders
Q1 2022300$102.5K<0.1%+300NewHolders
Q4 20210$00.0%−300−100.0%Sold outHolders
Q3 2021300$87.6K<0.1%00.0%UnchangedHolders
Q2 2021300$71.5K<0.1%00.0%UnchangedHolders
Q1 2021300$55.3K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.