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Disclosery

Fonville Wealth Management LLC: SPYM position timeline

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

Fonville Wealth Management LLC held 58,952 SPYM 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 58,952 shares
    Change vs previous 13F -971 shares

    0.85% of the 13F portfolio, value $5,180,719.

    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 59,923 shares
    Change vs previous 13F +478 shares

    0.87% of the 13F portfolio, value $4,586,510.

    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 59,445 shares
    Change vs previous 13F +1,149 shares

    0.97% of the 13F portfolio, value $4,768,611.

    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 58,296 shares
    Change vs previous 13F -1,983 shares

    1.03% of the 13F portfolio, value $4,566,871.

    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 60,279 shares
    Change vs previous 13F +7,825 shares

    1.11% of the 13F portfolio, value $4,381,682.

    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 52,454 shares
    Change vs previous 13F +2,519 shares

    1.01% of the 13F portfolio, value $3,444,308.

    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 49,935 shares
    Change vs previous 13F +1,737 shares

    1.14% of the 13F portfolio, value $3,442,528.

    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 48,198 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,253,878.

    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).