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Disclosery

Fonville Wealth Management LLC: DFIV position timeline

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

Fonville Wealth Management LLC held 303,321 DFIV 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 303,321 shares
    Change vs previous 13F +14,549 shares

    2.68% of the 13F portfolio, value $16,385,417.

    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 288,772 shares
    Change vs previous 13F +13,625 shares

    2.9% of the 13F portfolio, value $15,241,374.

    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 275,147 shares
    Change vs previous 13F +15,455 shares

    2.81% of the 13F portfolio, value $13,729,844.

    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 259,692 shares
    Change vs previous 13F +10,104 shares

    2.69% of the 13F portfolio, value $11,976,974.

    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 249,588 shares
    Change vs previous 13F +21,806 shares

    2.71% of the 13F portfolio, value $10,689,869.

    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 227,782 shares
    Change vs previous 13F +15,978 shares

    2.64% of the 13F portfolio, value $8,966,701.

    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 211,804 shares
    Change vs previous 13F +31,018 shares

    2.48% of the 13F portfolio, value $7,514,802.

    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 180,786 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $6,884,321.

    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).