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Disclosery

Fonville Wealth Management LLC: SHV position timeline

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

Fonville Wealth Management LLC held 11,133 SHV 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 11,133 shares
    Change vs previous 13F -773 shares

    0.2% of the 13F portfolio, value $1,228,574.

    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 11,906 shares
    Change vs previous 13F -1,015 shares

    0.25% of the 13F portfolio, value $1,314,287.

    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 12,921 shares
    Change vs previous 13F -1,092 shares

    0.29% of the 13F portfolio, value $1,423,286.

    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 14,013 shares
    Change vs previous 13F +660 shares

    0.35% of the 13F portfolio, value $1,548,321.

    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 13,353 shares
    Change vs previous 13F -3,251 shares

    0.37% of the 13F portfolio, value $1,474,396.

    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 16,604 shares
    Change vs previous 13F +8,806 shares

    0.54% of the 13F portfolio, value $1,833,895.

    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 7,798 shares
    Change vs previous 13F +4,003 shares

    0.28% of the 13F portfolio, value $858,638.

    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 3,795 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $419,842.

    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).