Fonville Wealth Management LLC: LLY position timeline

Fonville Wealth Management LLC held 294 LLY 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 294 shares

   Change vs previous 13F +43 shares

   0.06% of the 13F portfolio, value $352,225.

   13F-HR 0002008703-26-000003 filed by Fonville Wealth Management LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 251 shares

   Change vs previous 13F +50 shares

   0.04% of the 13F portfolio, value $230,505.

   13F-HR 0002008703-26-000002 filed by Fonville Wealth Management LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 201 shares

   Change vs previous 13F +201 shares

   0.04% of the 13F portfolio, value $216,261.

   13F-HR 0002008703-26-000001 filed by Fonville Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -309 shares

   13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 309 shares

   Change vs previous 13F -35 shares

   0.08% of the 13F portfolio, value $255,207.

   13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 344 shares

   Change vs previous 13F -44 shares

   0.09% of the 13F portfolio, value $265,568.

   13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 388 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $343,321.

   13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).