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Evanson Asset Management, LLC: DFAC position timeline

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

Evanson Asset Management, LLC held 3,991,743 DFAC 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 3,991,743 shares
    Change vs previous 13F -10,472 shares

    8.33% of the 13F portfolio, value $155,119,140.

    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 4,002,215 shares
    Change vs previous 13F +10,941 shares

    8.55% of the 13F portfolio, value $158,447,680.

    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 3,991,274 shares
    Change vs previous 13F -6,045 shares

    8.68% of the 13F portfolio, value $153,943,456.

    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 3,997,319 shares
    Change vs previous 13F +109,514 shares

    8.9% of the 13F portfolio, value $143,263,900.

    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 3,887,805 shares
    Change vs previous 13F -155,058 shares

    9.09% of the 13F portfolio, value $128,258,673.

    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 4,042,863 shares
    Change vs previous 13F +31,220 shares

    9.58% of the 13F portfolio, value $139,842,619.

    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 4,011,643 shares
    Change vs previous 13F +51,881 shares

    9.7% of the 13F portfolio, value $137,559,235.

    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 3,959,762 shares
    Change vs previous 13F not available

    9.39% of the 13F portfolio, value $127,662,718.

    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).