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Disclosery

Evanson Asset Management, LLC: DFIV position timeline

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

Evanson Asset Management, LLC held 1,402,336 DFIV 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 1,402,336 shares
    Change vs previous 13F +15,558 shares

    3.97% of the 13F portfolio, value $74,015,279.

    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 1,386,778 shares
    Change vs previous 13F +30,259 shares

    3.73% of the 13F portfolio, value $69,200,206.

    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 1,356,519 shares
    Change vs previous 13F +52,365 shares

    3.53% of the 13F portfolio, value $62,562,666.

    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 1,304,154 shares
    Change vs previous 13F +50,345 shares

    3.47% of the 13F portfolio, value $55,856,927.

    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 1,253,809 shares
    Change vs previous 13F -24,327 shares

    3.5% of the 13F portfolio, value $49,349,916.

    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 1,278,136 shares
    Change vs previous 13F +42,893 shares

    3.11% of the 13F portfolio, value $45,348,263.

    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 1,235,243 shares
    Change vs previous 13F +35,628 shares

    3.32% of the 13F portfolio, value $47,038,067.

    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 1,199,615 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $43,114,150.

    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).