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Fonville Wealth Management LLC: AVDV position timeline

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

Fonville Wealth Management LLC held 145,825 AVDV 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 145,825 shares
    Change vs previous 13F +9,199 shares

    2.45% of the 13F portfolio, value $15,027,263.

    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 136,626 shares
    Change vs previous 13F +11,215 shares

    2.6% of the 13F portfolio, value $13,643,479.

    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 125,411 shares
    Change vs previous 13F +14,227 shares

    2.41% of the 13F portfolio, value $11,784,856.

    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 111,184 shares
    Change vs previous 13F +7,861 shares

    2.23% of the 13F portfolio, value $9,898,677.

    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 103,323 shares
    Change vs previous 13F +11,478 shares

    2.07% of the 13F portfolio, value $8,191,444.

    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 91,845 shares
    Change vs previous 13F +6,134 shares

    1.9% of the 13F portfolio, value $6,436,913.

    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 85,711 shares
    Change vs previous 13F +9,918 shares

    1.84% of the 13F portfolio, value $5,578,091.

    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 75,793 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,356,317.

    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).