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Disclosery

Evanson Asset Management, LLC: DFEM position timeline

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

Evanson Asset Management, LLC held 586,553 DFEM 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 586,553 shares
    Change vs previous 13F +7,400 shares

    1.09% of the 13F portfolio, value $20,265,398.

    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 579,153 shares
    Change vs previous 13F +16,355 shares

    1.03% of the 13F portfolio, value $19,158,385.

    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 562,798 shares
    Change vs previous 13F +34,441 shares

    1.02% of the 13F portfolio, value $18,048,933.

    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 528,357 shares
    Change vs previous 13F +10,813 shares

    0.97% of the 13F portfolio, value $15,681,647.

    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 517,544 shares
    Change vs previous 13F +46,943 shares

    0.97% of the 13F portfolio, value $13,694,215.

    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 470,601 shares
    Change vs previous 13F +37,190 shares

    0.84% of the 13F portfolio, value $12,325,034.

    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 433,411 shares
    Change vs previous 13F +5,776 shares

    0.86% of the 13F portfolio, value $12,200,529.

    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 427,635 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $11,430,676.

    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).