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Evanson Asset Management, LLC: AVGV position timeline

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

Evanson Asset Management, LLC held 27,399 AVGV 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 27,399 shares
    Change vs previous 13F +137 shares

    0.11% of the 13F portfolio, value $2,124,553.

    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 27,262 shares
    Change vs previous 13F +1,481 shares

    0.11% of the 13F portfolio, value $1,995,021.

    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 25,781 shares
    Change vs previous 13F +781 shares

    0.1% of the 13F portfolio, value $1,813,415.

    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 25,000 shares
    Change vs previous 13F +3,357 shares

    0.1% of the 13F portfolio, value $1,630,779.

    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 21,643 shares
    Change vs previous 13F +3,452 shares

    0.09% of the 13F portfolio, value $1,315,283.

    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 18,191 shares
    Change vs previous 13F +4,507 shares

    0.08% of the 13F portfolio, value $1,109,327.

    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 13,684 shares
    Change vs previous 13F +4,189 shares

    0.06% of the 13F portfolio, value $858,971.

    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 9,495 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $559,232.

    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).