Skip to content
Disclosery

Evanson Asset Management, LLC: DFAR position timeline

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

Evanson Asset Management, LLC held 160,500 DFAR 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 160,500 shares
    Change vs previous 13F +176 shares

    0.2% of the 13F portfolio, value $3,795,820.

    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 160,324 shares
    Change vs previous 13F +2,124 shares

    0.2% of the 13F portfolio, value $3,671,613.

    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 158,200 shares
    Change vs previous 13F +1,034 shares

    0.21% of the 13F portfolio, value $3,773,081.

    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 157,166 shares
    Change vs previous 13F +6,024 shares

    0.23% of the 13F portfolio, value $3,687,119.

    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 151,142 shares
    Change vs previous 13F -69,752 shares

    0.25% of the 13F portfolio, value $3,592,655.

    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 220,894 shares
    Change vs previous 13F +7,398 shares

    0.35% of the 13F portfolio, value $5,140,213.

    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 213,496 shares
    Change vs previous 13F +20,697 shares

    0.39% of the 13F portfolio, value $5,474,030.

    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 192,799 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,260,867.

    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).