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Disclosery

Evanson Asset Management, LLC: DFUS position timeline

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

Evanson Asset Management, LLC held 939,846 DFUS 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 939,846 shares
    Change vs previous 13F -10,636 shares

    3.58% of the 13F portfolio, value $66,644,455.

    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 950,482 shares
    Change vs previous 13F +32,562 shares

    3.8% of the 13F portfolio, value $70,497,244.

    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 917,920 shares
    Change vs previous 13F -28,864 shares

    3.75% of the 13F portfolio, value $66,494,108.

    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 946,784 shares
    Change vs previous 13F -23,028 shares

    3.94% of the 13F portfolio, value $63,453,491.

    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 969,812 shares
    Change vs previous 13F -1,765 shares

    4.16% of the 13F portfolio, value $58,654,200.

    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 971,577 shares
    Change vs previous 13F +9,884 shares

    4.24% of the 13F portfolio, value $61,938,027.

    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 961,693 shares
    Change vs previous 13F +7,164 shares

    4.22% of the 13F portfolio, value $59,817,296.

    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 954,529 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $56,174,005.

    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).