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Disclosery

Fonville Wealth Management LLC: DFUV position timeline

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

Fonville Wealth Management LLC held 55,442 DFUV 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 55,442 shares
    Change vs previous 13F -17 shares

    0.5% of the 13F portfolio, value $3,049,877.

    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 55,459 shares
    Change vs previous 13F -257 shares

    0.51% of the 13F portfolio, value $2,687,533.

    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 55,716 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $2,595,792.

    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 55,715 shares
    Change vs previous 13F -92 shares

    0.56% of the 13F portfolio, value $2,489,925.

    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 55,807 shares
    Change vs previous 13F -1,251 shares

    0.6% of the 13F portfolio, value $2,359,532.

    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 57,058 shares
    Change vs previous 13F -881 shares

    0.69% of the 13F portfolio, value $2,351,363.

    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 57,939 shares
    Change vs previous 13F -35 shares

    0.78% of the 13F portfolio, value $2,370,860.

    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 57,974 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,416,924.

    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).