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Disclosery

Fonville Wealth Management LLC: BND position timeline

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

Fonville Wealth Management LLC held 358,565 BND 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 358,565 shares
    Change vs previous 13F +12,821 shares

    4.3% of the 13F portfolio, value $26,322,283.

    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 345,744 shares
    Change vs previous 13F +1,112 shares

    4.85% of the 13F portfolio, value $25,460,587.

    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 344,632 shares
    Change vs previous 13F +23,240 shares

    5.22% of the 13F portfolio, value $25,526,868.

    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 321,392 shares
    Change vs previous 13F +15,744 shares

    5.38% of the 13F portfolio, value $23,901,951.

    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 305,648 shares
    Change vs previous 13F +31,235 shares

    5.7% of the 13F portfolio, value $22,504,857.

    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 274,413 shares
    Change vs previous 13F +24,580 shares

    5.94% of the 13F portfolio, value $20,155,495.

    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 249,833 shares
    Change vs previous 13F +48,698 shares

    5.93% of the 13F portfolio, value $17,965,474.

    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 201,135 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $15,107,242.

    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).