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Disclosery

Evanson Asset Management, LLC: AVUV position timeline

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

Evanson Asset Management, LLC held 32,815 AVUV 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 32,815 shares
    Change vs previous 13F +8,027 shares

    0.19% of the 13F portfolio, value $3,625,020.

    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 24,788 shares
    Change vs previous 13F +5,603 shares

    0.14% of the 13F portfolio, value $2,527,847.

    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 19,185 shares
    Change vs previous 13F +1,103 shares

    0.11% of the 13F portfolio, value $1,909,453.

    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 18,082 shares
    Change vs previous 13F +796 shares

    0.1% of the 13F portfolio, value $1,647,274.

    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 17,286 shares
    Change vs previous 13F +3,193 shares

    0.11% of the 13F portfolio, value $1,506,832.

    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 14,093 shares
    Change vs previous 13F +4,306 shares

    0.09% of the 13F portfolio, value $1,360,431.

    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 9,787 shares
    Change vs previous 13F +4,796 shares

    0.07% of the 13F portfolio, value $939,022.

    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 4,991 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $447,788.

    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).