Skip to content
Disclosery

Evanson Asset Management, LLC: DFLV position timeline

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

Evanson Asset Management, LLC held 601,058 DFLV 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 601,058 shares
    Change vs previous 13F +73,112 shares

    1.15% of the 13F portfolio, value $21,463,768.

    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 527,946 shares
    Change vs previous 13F +49,232 shares

    0.97% of the 13F portfolio, value $18,061,036.

    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 478,714 shares
    Change vs previous 13F +42,387 shares

    0.89% of the 13F portfolio, value $15,749,689.

    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 436,327 shares
    Change vs previous 13F +3,537 shares

    0.84% of the 13F portfolio, value $13,534,867.

    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 432,790 shares
    Change vs previous 13F +19,842 shares

    0.94% of the 13F portfolio, value $13,230,391.

    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 412,948 shares
    Change vs previous 13F +68,144 shares

    0.85% of the 13F portfolio, value $12,400,838.

    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 344,804 shares
    Change vs previous 13F -15,725 shares

    0.75% of the 13F portfolio, value $10,623,398.

    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 360,529 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $10,422,891.

    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).