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Disclosery

Fonville Wealth Management LLC: SUB position timeline

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

Fonville Wealth Management LLC held 29,905 SUB 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 29,905 shares
    Change vs previous 13F +27 shares

    0.52% of the 13F portfolio, value $3,183,974.

    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 29,878 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $3,181,995.

    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 29,878 shares
    Change vs previous 13F +1,409 shares

    0.65% of the 13F portfolio, value $3,187,971.

    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 28,469 shares
    Change vs previous 13F +1,258 shares

    0.68% of the 13F portfolio, value $3,039,908.

    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 27,211 shares
    Change vs previous 13F -1,308 shares

    0.73% of the 13F portfolio, value $2,893,606.

    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 28,519 shares
    Change vs previous 13F -3,262 shares

    0.89% of the 13F portfolio, value $3,011,304.

    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 31,781 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $3,352,248.

    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 31,781 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,374,813.

    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).