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Disclosery

Evanson Asset Management, LLC: DFSV position timeline

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

Evanson Asset Management, LLC held 1,114,611 DFSV 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 1,114,611 shares
    Change vs previous 13F +87,442 shares

    2.1% of the 13F portfolio, value $39,055,956.

    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 1,027,169 shares
    Change vs previous 13F +74,470 shares

    1.82% of the 13F portfolio, value $33,783,586.

    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 952,699 shares
    Change vs previous 13F +42,037 shares

    1.71% of the 13F portfolio, value $30,333,924.

    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 910,662 shares
    Change vs previous 13F +16,679 shares

    1.67% of the 13F portfolio, value $26,800,789.

    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 893,983 shares
    Change vs previous 13F +7,598 shares

    1.78% of the 13F portfolio, value $25,165,632.

    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 886,385 shares
    Change vs previous 13F +80,084 shares

    1.87% of the 13F portfolio, value $27,282,945.

    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 806,301 shares
    Change vs previous 13F +70,764 shares

    1.75% of the 13F portfolio, value $24,834,069.

    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 735,537 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $21,168,749.

    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).