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Disclosery

Fonville Wealth Management LLC: TFC position timeline

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

Fonville Wealth Management LLC held 5,008 TFC 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 5,008 shares
    Change vs previous 13F -1,835 shares

    0.04% of the 13F portfolio, value $249,500.

    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 6,843 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $314,573.

    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 6,860 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $337,581.

    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 6,834 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $312,451.

    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 6,841 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $294,114.

    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 6,841 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $270,490.

    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 6,841 shares
    Change vs previous 13F -873 shares

    0.1% of the 13F portfolio, value $296,774.

    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 7,714 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $329,932.

    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).