Skip to content
Disclosery

Evanson Asset Management, LLC: DFAT position timeline

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

Evanson Asset Management, LLC held 1,080,817 DFAT 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 1,080,817 shares
    Change vs previous 13F -2,890 shares

    3.62% of the 13F portfolio, value $67,497,025.

    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 1,083,707 shares
    Change vs previous 13F -11,628 shares

    3.48% of the 13F portfolio, value $64,523,936.

    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 1,095,335 shares
    Change vs previous 13F -5,093 shares

    3.6% of the 13F portfolio, value $63,759,472.

    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 1,100,428 shares
    Change vs previous 13F +14,942 shares

    3.69% of the 13F portfolio, value $59,379,091.

    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 1,085,486 shares
    Change vs previous 13F -21,886 shares

    3.96% of the 13F portfolio, value $55,891,695.

    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 1,107,372 shares
    Change vs previous 13F -4,463 shares

    4.22% of the 13F portfolio, value $61,636,301.

    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 1,111,835 shares
    Change vs previous 13F -18,924 shares

    4.36% of the 13F portfolio, value $61,851,354.

    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 1,130,759 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $58,652,459.

    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).