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Fonville Wealth Management LLC: AAPL position timeline

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

Fonville Wealth Management LLC held 29,247 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,247 shares
    Change vs previous 13F -2,071 shares

    1.38% of the 13F portfolio, value $8,462,985.

    13F-HR 0002008703-26-000003 filed by Fonville Wealth Management 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 31,318 shares
    Change vs previous 13F +117 shares

    1.51% of the 13F portfolio, value $7,948,002.

    13F-HR 0002008703-26-000002 filed by Fonville Wealth Management 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 31,201 shares
    Change vs previous 13F +1,212 shares

    1.73% of the 13F portfolio, value $8,482,292.

    13F-HR 0002008703-26-000001 filed by Fonville Wealth Management 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 29,989 shares
    Change vs previous 13F +255 shares

    1.72% of the 13F portfolio, value $7,635,915.

    13F-HR 0002008703-25-000002 filed by Fonville Wealth Management 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 29,734 shares
    Change vs previous 13F +2,511 shares

    1.54% of the 13F portfolio, value $6,100,675.

    13F-HR 0001085146-25-004664 filed by Fonville Wealth Management 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 27,223 shares
    Change vs previous 13F +4,332 shares

    1.74% of the 13F portfolio, value $5,893,735.

    13F-HR 0001085146-25-002510 filed by Fonville Wealth Management 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 22,891 shares
    Change vs previous 13F -584 shares

    1.89% of the 13F portfolio, value $5,732,344.

    13F-HR 0001085146-25-000580 filed by Fonville Wealth Management 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 23,475 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,469,555.

    13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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