Fonville Wealth Management LLC: GEV position timeline

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

Fonville Wealth Management LLC held 295 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 295 shares
Change vs previous 13F +3 shares
0.06% of the 13F portfolio, value $346,635.
13F-HR 0002008703-26-000003 filed by Fonville Wealth Management LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 292 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $254,922.
13F-HR 0002008703-26-000002 filed by Fonville Wealth Management LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).