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Disclosery

Fonville Wealth Management LLC: AGG position timeline

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

Fonville Wealth Management LLC held 15,482 AGG 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 15,482 shares
    Change vs previous 13F -189 shares

    0.25% of the 13F portfolio, value $1,532,400.

    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 15,671 shares
    Change vs previous 13F -1,317 shares

    0.3% of the 13F portfolio, value $1,555,673.

    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 16,988 shares
    Change vs previous 13F +1,117 shares

    0.35% of the 13F portfolio, value $1,696,726.

    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 15,871 shares
    Change vs previous 13F +1,208 shares

    0.36% of the 13F portfolio, value $1,591,032.

    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 14,663 shares
    Change vs previous 13F +1,488 shares

    0.37% of the 13F portfolio, value $1,454,560.

    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 13,175 shares
    Change vs previous 13F +10,053 shares

    0.38% of the 13F portfolio, value $1,303,288.

    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 3,122 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $302,542.

    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 3,122 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $316,132.

    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).