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Disclosery

Fonville Wealth Management LLC: VB position timeline

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

Fonville Wealth Management LLC held 42,424 VB 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 42,424 shares
    Change vs previous 13F -1,001 shares

    2.1% of the 13F portfolio, value $12,859,438.

    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 43,425 shares
    Change vs previous 13F +246 shares

    2.17% of the 13F portfolio, value $11,373,760.

    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 43,179 shares
    Change vs previous 13F +510 shares

    2.28% of the 13F portfolio, value $11,137,784.

    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 42,669 shares
    Change vs previous 13F +241 shares

    2.44% of the 13F portfolio, value $10,862,418.

    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 42,428 shares
    Change vs previous 13F -336 shares

    2.55% of the 13F portfolio, value $10,066,824.

    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 42,764 shares
    Change vs previous 13F +7,591 shares

    2.77% of the 13F portfolio, value $9,389,398.

    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 35,173 shares
    Change vs previous 13F +489 shares

    2.79% of the 13F portfolio, value $8,451,313.

    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 34,684 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $8,239,069.

    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).