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Disclosery

Fonville Wealth Management LLC: ITOT position timeline

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

Fonville Wealth Management LLC held 33,744 ITOT 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 33,744 shares
    Change vs previous 13F -104 shares

    0.91% of the 13F portfolio, value $5,543,164.

    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 33,848 shares
    Change vs previous 13F -319 shares

    0.92% of the 13F portfolio, value $4,821,002.

    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 34,167 shares
    Change vs previous 13F -1,362 shares

    1.04% of the 13F portfolio, value $5,080,325.

    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 35,529 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $5,174,832.

    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 35,529 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $4,797,866.

    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 35,529 shares
    Change vs previous 13F -1,481 shares

    1.28% of the 13F portfolio, value $4,334,736.

    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 37,010 shares
    Change vs previous 13F -1,190 shares

    1.57% of the 13F portfolio, value $4,760,255.

    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 38,200 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,798,713.

    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).