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Evanson Asset Management, LLC: DFGR position timeline

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

Evanson Asset Management, LLC held 562,453 DFGR 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 562,453 shares
    Change vs previous 13F +111,599 shares

    0.8% of the 13F portfolio, value $14,950,004.

    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 450,854 shares
    Change vs previous 13F +36,964 shares

    0.64% of the 13F portfolio, value $11,911,562.

    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 413,890 shares
    Change vs previous 13F +61,445 shares

    0.64% of the 13F portfolio, value $11,303,324.

    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 352,445 shares
    Change vs previous 13F +19,110 shares

    0.59% of the 13F portfolio, value $9,456,099.

    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 333,335 shares
    Change vs previous 13F +30,027 shares

    0.62% of the 13F portfolio, value $8,753,386.

    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 303,308 shares
    Change vs previous 13F +41,670 shares

    0.53% of the 13F portfolio, value $7,746,476.

    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 261,638 shares
    Change vs previous 13F +18,566 shares

    0.53% of the 13F portfolio, value $7,550,875.

    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 243,072 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,074,377.

    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).