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Fonville Wealth Management LLC: AVUS position timeline

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

Fonville Wealth Management LLC held 135,947 AVUS 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 135,947 shares
    Change vs previous 13F +3,897 shares

    2.84% of the 13F portfolio, value $17,412,015.

    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 132,050 shares
    Change vs previous 13F +2,681 shares

    2.79% of the 13F portfolio, value $14,681,412.

    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 129,369 shares
    Change vs previous 13F +7,281 shares

    2.96% of the 13F portfolio, value $14,460,869.

    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 122,088 shares
    Change vs previous 13F +6,239 shares

    2.99% of the 13F portfolio, value $13,270,987.

    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 115,849 shares
    Change vs previous 13F +5,962 shares

    2.96% of the 13F portfolio, value $11,679,858.

    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 109,887 shares
    Change vs previous 13F +14,641 shares

    2.96% of the 13F portfolio, value $10,061,891.

    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 95,246 shares
    Change vs previous 13F +6,703 shares

    3.05% of the 13F portfolio, value $9,232,204.

    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 88,543 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $8,424,909.

    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).