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Fonville Wealth Management LLC: QLTA position timeline

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

Fonville Wealth Management LLC held 222,960 QLTA 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 222,960 shares
    Change vs previous 13F +8,599 shares

    1.73% of the 13F portfolio, value $10,595,061.

    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 214,361 shares
    Change vs previous 13F +16,244 shares

    1.94% of the 13F portfolio, value $10,201,404.

    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 198,117 shares
    Change vs previous 13F +12,630 shares

    1.95% of the 13F portfolio, value $9,527,446.

    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 185,487 shares
    Change vs previous 13F +6,321 shares

    2.02% of the 13F portfolio, value $8,990,546.

    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 179,166 shares
    Change vs previous 13F +2,790 shares

    2.17% of the 13F portfolio, value $8,571,270.

    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 176,376 shares
    Change vs previous 13F +9,466 shares

    2.47% of the 13F portfolio, value $8,376,078.

    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 166,910 shares
    Change vs previous 13F +22,861 shares

    2.58% of the 13F portfolio, value $7,809,717.

    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 144,049 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $7,080,023.

    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).