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Fonville Wealth Management LLC: AVUV position timeline

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

Fonville Wealth Management LLC held 277,486 AVUV 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 277,486 shares
    Change vs previous 13F +17,186 shares

    5.65% of the 13F portfolio, value $34,619,092.

    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 260,300 shares
    Change vs previous 13F +16,946 shares

    5.47% of the 13F portfolio, value $28,755,329.

    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 243,354 shares
    Change vs previous 13F +24,740 shares

    5.07% of the 13F portfolio, value $24,817,270.

    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 218,614 shares
    Change vs previous 13F +12,507 shares

    4.9% of the 13F portfolio, value $21,758,621.

    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 206,107 shares
    Change vs previous 13F +37,055 shares

    4.75% of the 13F portfolio, value $18,776,390.

    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 169,052 shares
    Change vs previous 13F +32,405 shares

    4.33% of the 13F portfolio, value $14,699,106.

    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 136,647 shares
    Change vs previous 13F +15,280 shares

    4.36% of the 13F portfolio, value $13,190,522.

    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 121,367 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $11,645,133.

    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).