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Disclosery

Fonville Wealth Management LLC: VUSB position timeline

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

Fonville Wealth Management LLC held 509,593 VUSB 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 509,593 shares
    Change vs previous 13F +15,103 shares

    4.14% of the 13F portfolio, value $25,367,546.

    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 494,490 shares
    Change vs previous 13F +11,608 shares

    4.69% of the 13F portfolio, value $24,618,182.

    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 482,882 shares
    Change vs previous 13F +35,231 shares

    4.92% of the 13F portfolio, value $24,066,859.

    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 447,651 shares
    Change vs previous 13F +20,059 shares

    5.04% of the 13F portfolio, value $22,380,307.

    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 427,592 shares
    Change vs previous 13F +45,558 shares

    5.4% of the 13F portfolio, value $21,321,898.

    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 382,034 shares
    Change vs previous 13F +39,619 shares

    5.61% of the 13F portfolio, value $19,046,145.

    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 342,415 shares
    Change vs previous 13F +53,167 shares

    5.61% of the 13F portfolio, value $16,990,611.

    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 289,248 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $14,445,021.

    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).