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Disclosery

Fonville Wealth Management LLC: FVD position timeline

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

Fonville Wealth Management LLC held 22,623 FVD 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 22,623 shares
    Change vs previous 13F -1,829 shares

    0.18% of the 13F portfolio, value $1,089,959.

    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 24,452 shares
    Change vs previous 13F -1,671 shares

    0.22% of the 13F portfolio, value $1,149,966.

    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 26,123 shares
    Change vs previous 13F -3,012 shares

    0.25% of the 13F portfolio, value $1,203,747.

    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 29,135 shares
    Change vs previous 13F +1,276 shares

    0.3% of the 13F portfolio, value $1,347,175.

    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 27,859 shares
    Change vs previous 13F +11 shares

    0.32% of the 13F portfolio, value $1,245,306.

    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 27,848 shares
    Change vs previous 13F +1,395 shares

    0.37% of the 13F portfolio, value $1,239,976.

    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 26,453 shares
    Change vs previous 13F +1,202 shares

    0.38% of the 13F portfolio, value $1,154,452.

    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 25,251 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,148,656.

    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).