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Disclosery

Fonville Wealth Management LLC: SLQD position timeline

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

Fonville Wealth Management LLC held 55,173 SLQD 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 55,173 shares
    Change vs previous 13F -357 shares

    0.45% of the 13F portfolio, value $2,779,083.

    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 55,530 shares
    Change vs previous 13F -2,773 shares

    0.53% of the 13F portfolio, value $2,803,727.

    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 58,303 shares
    Change vs previous 13F +2,020 shares

    0.6% of the 13F portfolio, value $2,955,955.

    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 56,283 shares
    Change vs previous 13F +7,449 shares

    0.64% of the 13F portfolio, value $2,860,859.

    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 48,834 shares
    Change vs previous 13F -4,158 shares

    0.63% of the 13F portfolio, value $2,470,530.

    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 52,992 shares
    Change vs previous 13F +6,091 shares

    0.79% of the 13F portfolio, value $2,668,638.

    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 46,901 shares
    Change vs previous 13F +7,688 shares

    0.77% of the 13F portfolio, value $2,332,872.

    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 39,213 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,977,502.

    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).