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Evanson Asset Management, LLC: AVDV position timeline

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

Evanson Asset Management, LLC held 27,675 AVDV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,675 shares
    Change vs previous 13F +8,090 shares

    0.15% of the 13F portfolio, value $2,763,675.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 19,585 shares
    Change vs previous 13F -1,963 shares

    0.1% of the 13F portfolio, value $1,840,375.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 21,548 shares
    Change vs previous 13F +1,228 shares

    0.11% of the 13F portfolio, value $1,918,439.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 20,320 shares
    Change vs previous 13F +304 shares

    0.1% of the 13F portfolio, value $1,610,988.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 20,016 shares
    Change vs previous 13F -3,164 shares

    0.1% of the 13F portfolio, value $1,395,902.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 23,180 shares
    Change vs previous 13F +4,019 shares

    0.1% of the 13F portfolio, value $1,508,543.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 19,161 shares
    Change vs previous 13F +2,574 shares

    0.1% of the 13F portfolio, value $1,354,078.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 16,587 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,077,299.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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