Skip to content
Disclosery

Fonville Wealth Management LLC: SCHB position timeline

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

Fonville Wealth Management LLC held 54,129 SCHB 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 54,129 shares
    Change vs previous 13F -791 shares

    0.26% of the 13F portfolio, value $1,567,567.

    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 54,920 shares
    Change vs previous 13F -844 shares

    0.26% of the 13F portfolio, value $1,378,491.

    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 55,764 shares
    Change vs previous 13F -3,151 shares

    0.3% of the 13F portfolio, value $1,462,673.

    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 58,915 shares
    Change vs previous 13F -2,221 shares

    0.34% of the 13F portfolio, value $1,514,706.

    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 61,136 shares
    Change vs previous 13F -501 shares

    0.37% of the 13F portfolio, value $1,456,867.

    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 61,637 shares
    Change vs previous 13F -2,115 shares

    0.39% of the 13F portfolio, value $1,310,666.

    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 63,752 shares
    Change vs previous 13F +42,150 shares

    0.48% of the 13F portfolio, value $1,447,177.

    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 21,602 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,436,959.

    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).