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Disclosery

Evanson Asset Management, LLC: DFNM position timeline

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

Evanson Asset Management, LLC held 34,929 DFNM 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 34,929 shares
    Change vs previous 13F -12,853 shares

    0.09% of the 13F portfolio, value $1,674,128.

    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 47,782 shares
    Change vs previous 13F -857 shares

    0.12% of the 13F portfolio, value $2,301,652.

    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 48,639 shares
    Change vs previous 13F -33,048 shares

    0.13% of the 13F portfolio, value $2,333,682.

    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 81,687 shares
    Change vs previous 13F -3,125 shares

    0.24% of the 13F portfolio, value $3,874,396.

    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 84,812 shares
    Change vs previous 13F -11,022 shares

    0.29% of the 13F portfolio, value $4,034,513.

    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 95,834 shares
    Change vs previous 13F +74 shares

    0.31% of the 13F portfolio, value $4,577,972.

    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 95,760 shares
    Change vs previous 13F -3,633 shares

    0.33% of the 13F portfolio, value $4,648,166.

    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 99,393 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,748,001.

    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).