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Disclosery

Fonville Wealth Management LLC: ISTB position timeline

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

Fonville Wealth Management LLC held 226,567 ISTB 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 226,567 shares
    Change vs previous 13F +6,413 shares

    1.79% of the 13F portfolio, value $10,931,856.

    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 220,154 shares
    Change vs previous 13F +14,991 shares

    2.03% of the 13F portfolio, value $10,668,701.

    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 205,163 shares
    Change vs previous 13F +4,756 shares

    2.04% of the 13F portfolio, value $10,001,662.

    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 200,407 shares
    Change vs previous 13F +31,245 shares

    2.2% of the 13F portfolio, value $9,787,891.

    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 169,162 shares
    Change vs previous 13F +6,391 shares

    2.08% of the 13F portfolio, value $8,229,722.

    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 162,771 shares
    Change vs previous 13F +33,282 shares

    2.32% of the 13F portfolio, value $7,878,418.

    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 129,489 shares
    Change vs previous 13F +21,796 shares

    2.04% of the 13F portfolio, value $6,185,681.

    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 107,693 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $5,242,512.

    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).