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Disclosery

Evanson Asset Management, LLC: DFAW position timeline

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

Evanson Asset Management, LLC held 95,363 DFAW 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 95,363 shares
    Change vs previous 13F +10,644 shares

    0.38% of the 13F portfolio, value $7,035,857.

    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 84,719 shares
    Change vs previous 13F +13,244 shares

    0.34% of the 13F portfolio, value $6,267,536.

    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 71,475 shares
    Change vs previous 13F +8,950 shares

    0.29% of the 13F portfolio, value $5,136,216.

    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 62,525 shares
    Change vs previous 13F +4,429 shares

    0.26% of the 13F portfolio, value $4,194,195.

    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 58,096 shares
    Change vs previous 13F +12,093 shares

    0.25% of the 13F portfolio, value $3,560,123.

    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 46,003 shares
    Change vs previous 13F +12,854 shares

    0.2% of the 13F portfolio, value $2,873,343.

    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 33,149 shares
    Change vs previous 13F +12,227 shares

    0.15% of the 13F portfolio, value $2,103,654.

    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 20,922 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,245,721.

    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).