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Disclosery

Evanson Asset Management, LLC: DFAS position timeline

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

Evanson Asset Management, LLC held 1,211,136 DFAS 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 1,211,136 shares
    Change vs previous 13F +48,734 shares

    4.62% of the 13F portfolio, value $86,148,103.

    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 1,162,402 shares
    Change vs previous 13F +15,473 shares

    4.37% of the 13F portfolio, value $80,984,531.

    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 1,146,929 shares
    Change vs previous 13F +67,131 shares

    4.43% of the 13F portfolio, value $78,518,736.

    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 1,079,798 shares
    Change vs previous 13F +3,969 shares

    4.28% of the 13F portfolio, value $68,793,948.

    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 1,075,829 shares
    Change vs previous 13F +11,287 shares

    4.55% of the 13F portfolio, value $64,280,792.

    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 1,064,542 shares
    Change vs previous 13F +58,435 shares

    4.74% of the 13F portfolio, value $69,280,374.

    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 1,006,107 shares
    Change vs previous 13F +50,936 shares

    4.6% of the 13F portfolio, value $65,256,079.

    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 955,171 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $57,386,674.

    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).