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Fonville Wealth Management LLC: IBIT position timeline

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

Fonville Wealth Management LLC held 35,908 IBIT 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 35,908 shares
    Change vs previous 13F +1,314 shares

    0.2% of the 13F portfolio, value $1,195,388.

    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 34,594 shares
    Change vs previous 13F +1,630 shares

    0.25% of the 13F portfolio, value $1,329,102.

    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 32,964 shares
    Change vs previous 13F +5,693 shares

    0.33% of the 13F portfolio, value $1,636,663.

    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 27,271 shares
    Change vs previous 13F +4,681 shares

    0.4% of the 13F portfolio, value $1,772,615.

    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 22,590 shares
    Change vs previous 13F +3,953 shares

    0.35% of the 13F portfolio, value $1,382,734.

    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 18,637 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $872,398.

    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).