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Disclosery

Fonville Wealth Management LLC: SPTS position timeline

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

Fonville Wealth Management LLC held 561,459 SPTS 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 561,459 shares
    Change vs previous 13F +90,840 shares

    2.66% of the 13F portfolio, value $16,287,940.

    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 470,619 shares
    Change vs previous 13F +150,467 shares

    2.61% of the 13F portfolio, value $13,732,657.

    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 320,152 shares
    Change vs previous 13F +96,862 shares

    1.92% of the 13F portfolio, value $9,374,042.

    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 223,290 shares
    Change vs previous 13F +93,828 shares

    1.47% of the 13F portfolio, value $6,546,854.

    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 129,462 shares
    Change vs previous 13F +27,462 shares

    0.96% of the 13F portfolio, value $3,791,942.

    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 102,000 shares
    Change vs previous 13F +38,807 shares

    0.88% of the 13F portfolio, value $2,983,614.

    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 63,193 shares
    Change vs previous 13F -629 shares

    0.61% of the 13F portfolio, value $1,833,234.

    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 63,822 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,877,006.

    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).