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Disclosery

Evanson Asset Management, LLC: DFEV position timeline

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

Evanson Asset Management, LLC held 585,452 DFEV 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 585,452 shares
    Change vs previous 13F +34,277 shares

    1.12% of the 13F portfolio, value $20,947,478.

    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 551,175 shares
    Change vs previous 13F +19,201 shares

    1% of the 13F portfolio, value $18,596,649.

    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 531,974 shares
    Change vs previous 13F +55,129 shares

    0.96% of the 13F portfolio, value $16,964,665.

    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 476,845 shares
    Change vs previous 13F +18,599 shares

    0.89% of the 13F portfolio, value $14,300,587.

    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 458,246 shares
    Change vs previous 13F -8,753 shares

    0.88% of the 13F portfolio, value $12,395,548.

    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 466,999 shares
    Change vs previous 13F +30,097 shares

    0.84% of the 13F portfolio, value $12,240,045.

    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 436,902 shares
    Change vs previous 13F +28,880 shares

    0.88% of the 13F portfolio, value $12,434,234.

    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 408,022 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $11,220,592.

    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).