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Disclosery

Fonville Wealth Management LLC: XBIL position timeline

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

Fonville Wealth Management LLC held 61,502 XBIL 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 61,502 shares
    Change vs previous 13F -3,436 shares

    0.5% of the 13F portfolio, value $3,075,119.

    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 64,938 shares
    Change vs previous 13F -4,515 shares

    0.62% of the 13F portfolio, value $3,248,868.

    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 69,453 shares
    Change vs previous 13F +1,766 shares

    0.71% of the 13F portfolio, value $3,477,500.

    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 67,687 shares
    Change vs previous 13F +612 shares

    0.76% of the 13F portfolio, value $3,397,541.

    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 67,075 shares
    Change vs previous 13F +7,260 shares

    0.85% of the 13F portfolio, value $3,363,791.

    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 59,815 shares
    Change vs previous 13F +54,601 shares

    0.88% of the 13F portfolio, value $3,000,909.

    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 5,214 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $260,879.

    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 5,139 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $257,953.

    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).