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Disclosery

Fonville Wealth Management LLC: DFAI position timeline

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

Fonville Wealth Management LLC held 722,448 DFAI 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 722,448 shares
    Change vs previous 13F +88,422 shares

    4.87% of the 13F portfolio, value $29,800,989.

    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 634,026 shares
    Change vs previous 13F +62,415 shares

    4.7% of the 13F portfolio, value $24,701,644.

    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 571,611 shares
    Change vs previous 13F +49,240 shares

    4.45% of the 13F portfolio, value $21,784,102.

    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 522,371 shares
    Change vs previous 13F +36,322 shares

    4.27% of the 13F portfolio, value $18,988,193.

    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 486,049 shares
    Change vs previous 13F +48,947 shares

    4.25% of the 13F portfolio, value $16,802,727.

    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 437,102 shares
    Change vs previous 13F +34,323 shares

    4.02% of the 13F portfolio, value $13,653,243.

    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 402,779 shares
    Change vs previous 13F +52,746 shares

    3.88% of the 13F portfolio, value $11,761,151.

    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 350,033 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $11,124,036.

    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).