Fonville Wealth Management LLC: BIV position timeline

Fonville Wealth Management LLC held 325,750 BIV 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 325,750 shares

   Change vs previous 13F +71,604 shares

   4.08% of the 13F portfolio, value $24,985,069.

   13F-HR 0002008703-26-000003 filed by Fonville Wealth Management LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 254,146 shares

   Change vs previous 13F +77,138 shares

   3.73% of the 13F portfolio, value $19,614,973.

   13F-HR 0002008703-26-000002 filed by Fonville Wealth Management LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 177,008 shares

   Change vs previous 13F +45,702 shares

   2.82% of the 13F portfolio, value $13,785,405.

   13F-HR 0002008703-26-000001 filed by Fonville Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 131,306 shares

   Change vs previous 13F +17,409 shares

   2.31% of the 13F portfolio, value $10,253,729.

   13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 113,897 shares

   Change vs previous 13F +7,113 shares

   2.23% of the 13F portfolio, value $8,808,826.

   13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 106,784 shares

   Change vs previous 13F +4,180 shares

   2.41% of the 13F portfolio, value $8,188,769.

   13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 102,604 shares

   Change vs previous 13F +12,055 shares

   2.53% of the 13F portfolio, value $7,667,582.

   13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 90,549 shares

   Change vs previous 13F not available

   2.45% of the 13F portfolio, value $7,096,379.

   13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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