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Disclosery

Fonville Wealth Management LLC: USRT position timeline

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

Fonville Wealth Management LLC held 36,298 USRT 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 36,298 shares
    Change vs previous 13F +9,144 shares

    0.39% of the 13F portfolio, value $2,411,988.

    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 27,154 shares
    Change vs previous 13F +9,937 shares

    0.31% of the 13F portfolio, value $1,607,269.

    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 17,217 shares
    Change vs previous 13F +5,800 shares

    0.2% of the 13F portfolio, value $980,681.

    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 11,417 shares
    Change vs previous 13F +5,602 shares

    0.15% of the 13F portfolio, value $670,384.

    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 5,815 shares
    Change vs previous 13F +1,279 shares

    0.08% of the 13F portfolio, value $328,903.

    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 4,536 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $254,869.

    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 4,536 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $259,958.

    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 4,569 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $281,314.

    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).