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Disclosery

Fonville Wealth Management LLC: BSV position timeline

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

Fonville Wealth Management LLC held 56,661 BSV 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 56,661 shares
    Change vs previous 13F -4,776 shares

    0.72% of the 13F portfolio, value $4,414,515.

    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 61,437 shares
    Change vs previous 13F -108 shares

    0.92% of the 13F portfolio, value $4,817,247.

    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 61,545 shares
    Change vs previous 13F -266 shares

    0.99% of the 13F portfolio, value $4,850,392.

    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 61,811 shares
    Change vs previous 13F +3,551 shares

    1.1% of the 13F portfolio, value $4,877,539.

    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 58,260 shares
    Change vs previous 13F +3,574 shares

    1.16% of the 13F portfolio, value $4,585,014.

    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 54,686 shares
    Change vs previous 13F -2,308 shares

    1.26% of the 13F portfolio, value $4,284,177.

    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 56,994 shares
    Change vs previous 13F -996 shares

    1.45% of the 13F portfolio, value $4,403,952.

    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 57,990 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,563,203.

    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).