Fonville Wealth Management LLC: REZ position timeline

Fonville Wealth Management LLC held 56,083 REZ 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 56,083 shares

   Change vs previous 13F -443 shares

   0.87% of the 13F portfolio, value $5,310,497.

   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 56,526 shares

   Change vs previous 13F +1,562 shares

   0.9% of the 13F portfolio, value $4,703,519.

   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 54,964 shares

   Change vs previous 13F +3,215 shares

   0.93% of the 13F portfolio, value $4,542,216.

   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 ended2025-09-30

   13F 51,749 shares

   Change vs previous 13F +613 shares

   0.99% of the 13F portfolio, value $4,397,154.

   13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 51,136 shares

   Change vs previous 13F +1,152 shares

   1.07% of the 13F portfolio, value $4,210,479.

   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).

6. period ended2025-03-31

   13F 49,984 shares

   Change vs previous 13F +2,896 shares

   1.24% of the 13F portfolio, value $4,200,263.

   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).

7. period ended2024-12-31

   13F 47,088 shares

   Change vs previous 13F +2,402 shares

   1.26% of the 13F portfolio, value $3,815,011.

   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).

8. period ended2024-09-30

   13F 44,686 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $3,968,945.

   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).