Fonville Wealth Management LLC: SCHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fonville Wealth Management LLC on SCHE, newest first. How the timeline and the estimate are built.
Fonville Wealth Management LLC held 25,476 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 25,476 sharesChange vs previous 13F +1,238 shares
0.15% of the 13F portfolio, value $923,775.
13F-HR 0002008703-26-000003 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 ended2026-03-3113F 24,238 sharesChange vs previous 13F -54 shares
0.15% of the 13F portfolio, value $798,642.
13F-HR 0002008703-26-000002 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).
- period ended2025-12-3113F 24,292 sharesChange vs previous 13F +9 shares
0.16% of the 13F portfolio, value $795,563.
13F-HR 0002008703-26-000001 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 ended2025-09-3013F 24,283 sharesChange vs previous 13F -84 shares
0.18% of the 13F portfolio, value $810,329.
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).
- period ended2025-06-3013F 24,367 sharesChange vs previous 13F +4 shares
0.19% of the 13F portfolio, value $734,426.
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 24,363 sharesChange vs previous 13F -201 shares
0.2% of the 13F portfolio, value $670,088.
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).
- period ended2024-12-3113F 24,564 sharesChange vs previous 13F -46 shares
0.22% of the 13F portfolio, value $654,149.
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 24,610 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $718,137.
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).