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Disclosery

Evanson Asset Management, LLC: DFAE position timeline

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

Evanson Asset Management, LLC held 85,263 DFAE 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 85,263 shares
    Change vs previous 13F -6,467 shares

    0.15% of the 13F portfolio, value $2,887,001.

    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 91,730 shares
    Change vs previous 13F -12,594 shares

    0.16% of the 13F portfolio, value $2,987,649.

    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 104,324 shares
    Change vs previous 13F +35,546 shares

    0.19% of the 13F portfolio, value $3,289,347.

    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 68,778 shares
    Change vs previous 13F -8,520 shares

    0.12% of the 13F portfolio, value $1,991,112.

    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 77,298 shares
    Change vs previous 13F +2,145 shares

    0.14% of the 13F portfolio, value $2,001,239.

    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 75,153 shares
    Change vs previous 13F +4,306 shares

    0.13% of the 13F portfolio, value $1,906,638.

    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 70,847 shares
    Change vs previous 13F +12,242 shares

    0.14% of the 13F portfolio, value $1,941,909.

    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 58,605 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,516,103.

    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).