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Disclosery

Fonville Wealth Management LLC: IWV position timeline

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

Fonville Wealth Management LLC held 6,887 IWV 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 6,887 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,936,617.

    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 6,887 shares
    Change vs previous 13F -99 shares

    0.49% of the 13F portfolio, value $2,552,873.

    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 6,986 shares
    Change vs previous 13F -242 shares

    0.55% of the 13F portfolio, value $2,702,534.

    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 7,228 shares
    Change vs previous 13F -81 shares

    0.62% of the 13F portfolio, value $2,738,978.

    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 7,309 shares
    Change vs previous 13F -72 shares

    0.65% of the 13F portfolio, value $2,565,459.

    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 7,381 shares
    Change vs previous 13F -219 shares

    0.68% of the 13F portfolio, value $2,312,202.

    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 7,600 shares
    Change vs previous 13F -82 shares

    0.84% of the 13F portfolio, value $2,540,300.

    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 7,682 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,509,940.

    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).