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Disclosery

Fonville Wealth Management LLC: ISHG position timeline

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

Fonville Wealth Management LLC held 40,955 ISHG 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 40,955 shares
    Change vs previous 13F -4,658 shares

    0.5% of the 13F portfolio, value $3,040,711.

    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 45,613 shares
    Change vs previous 13F +9,771 shares

    0.64% of the 13F portfolio, value $3,383,771.

    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 35,842 shares
    Change vs previous 13F +18,017 shares

    0.55% of the 13F portfolio, value $2,696,753.

    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 17,825 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,357,909.

    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).