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Disclosery

Evanson Asset Management, LLC: DFAX position timeline

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

Evanson Asset Management, LLC held 2,304,226 DFAX 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 2,304,226 shares
    Change vs previous 13F +702 shares

    4.2% of the 13F portfolio, value $78,274,559.

    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 2,303,524 shares
    Change vs previous 13F -46,546 shares

    4.07% of the 13F portfolio, value $75,394,334.

    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 2,350,070 shares
    Change vs previous 13F -35,001 shares

    4.16% of the 13F portfolio, value $73,745,194.

    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 2,385,071 shares
    Change vs previous 13F +372 shares

    4.35% of the 13F portfolio, value $70,049,530.

    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 2,384,699 shares
    Change vs previous 13F -253,793 shares

    4.43% of the 13F portfolio, value $62,479,122.

    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 2,638,492 shares
    Change vs previous 13F +12,943 shares

    4.49% of the 13F portfolio, value $65,592,902.

    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 2,625,549 shares
    Change vs previous 13F +10,259 shares

    5% of the 13F portfolio, value $70,916,071.

    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 2,615,290 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $66,480,674.

    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).