Fonville Wealth Management LLC: MORN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fonville Wealth Management LLC on MORN, newest first. How the timeline and the estimate are built.
Fonville Wealth Management LLC held 0 MORN shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -646 shares
13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 646 sharesChange vs previous 13F +646 shares
0.05% of the 13F portfolio, value $202,799.
13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -646 shares
13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 646 sharesChange vs previous 13F -30 shares
0.07% of the 13F portfolio, value $217,547.
13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 676 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $215,726.
13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).