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Disclosery

Evanson Asset Management, LLC: DFIC position timeline

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

Evanson Asset Management, LLC held 798,853 DFIC 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 798,853 shares
    Change vs previous 13F -736 shares

    1.52% of the 13F portfolio, value $28,383,232.

    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 799,589 shares
    Change vs previous 13F +14,380 shares

    1.49% of the 13F portfolio, value $27,553,830.

    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 785,209 shares
    Change vs previous 13F +34,481 shares

    1.45% of the 13F portfolio, value $25,746,994.

    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 750,728 shares
    Change vs previous 13F +10,080 shares

    1.45% of the 13F portfolio, value $23,340,149.

    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 740,648 shares
    Change vs previous 13F +38,886 shares

    1.46% of the 13F portfolio, value $20,567,795.

    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 701,762 shares
    Change vs previous 13F +44,009 shares

    1.24% of the 13F portfolio, value $18,137,038.

    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 657,753 shares
    Change vs previous 13F -32,900 shares

    1.31% of the 13F portfolio, value $18,509,183.

    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 690,653 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $18,157,275.

    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).