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Disclosery

Evanson Asset Management, LLC: DFIS position timeline

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

Evanson Asset Management, LLC held 1,401,653 DFIS 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 1,401,653 shares
    Change vs previous 13F +65,502 shares

    2.53% of the 13F portfolio, value $47,193,650.

    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 1,336,151 shares
    Change vs previous 13F +37,099 shares

    2.37% of the 13F portfolio, value $44,012,816.

    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 1,299,052 shares
    Change vs previous 13F +126,756 shares

    2.32% of the 13F portfolio, value $41,089,014.

    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 1,172,296 shares
    Change vs previous 13F +39,757 shares

    2.17% of the 13F portfolio, value $34,981,314.

    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 1,132,539 shares
    Change vs previous 13F -14,923 shares

    2.07% of the 13F portfolio, value $29,264,814.

    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 1,147,462 shares
    Change vs previous 13F +70,438 shares

    1.93% of the 13F portfolio, value $28,175,925.

    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 1,077,024 shares
    Change vs previous 13F +78,185 shares

    2.04% of the 13F portfolio, value $28,896,549.

    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 998,839 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $24,601,414.

    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).