Fonville Wealth Management LLC: VNQ position timeline

Fonville Wealth Management LLC held 86,280 VNQ 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 86,280 shares

   Change vs previous 13F +1,310 shares

   1.36% of the 13F portfolio, value $8,319,937.

   13F-HR 0002008703-26-000003 filed by Fonville Wealth Management LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 84,970 shares

   Change vs previous 13F +278 shares

   1.43% of the 13F portfolio, value $7,536,825.

   13F-HR 0002008703-26-000002 filed by Fonville Wealth Management LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 84,692 shares

   Change vs previous 13F +6,168 shares

   1.53% of the 13F portfolio, value $7,494,365.

   13F-HR 0002008703-26-000001 filed by Fonville Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 78,524 shares

   Change vs previous 13F +2,378 shares

   1.62% of the 13F portfolio, value $7,178,677.

   13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 76,146 shares

   Change vs previous 13F +9,818 shares

   1.72% of the 13F portfolio, value $6,781,528.

   13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 66,328 shares

   Change vs previous 13F +6,663 shares

   1.77% of the 13F portfolio, value $5,999,947.

   13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 59,665 shares

   Change vs previous 13F +8,108 shares

   1.76% of the 13F portfolio, value $5,314,937.

   13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 51,557 shares

   Change vs previous 13F not available

   1.74% of the 13F portfolio, value $5,024,117.

   13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).