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Disclosery

Evanson Asset Management, LLC: DFUV position timeline

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

Evanson Asset Management, LLC held 1,338,275 DFUV 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 1,338,275 shares
    Change vs previous 13F +5,151 shares

    3.48% of the 13F portfolio, value $64,852,821.

    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 1,333,124 shares
    Change vs previous 13F +15,312 shares

    3.35% of the 13F portfolio, value $62,110,239.

    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 1,317,812 shares
    Change vs previous 13F -6,425 shares

    3.32% of the 13F portfolio, value $58,893,031.

    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 1,324,237 shares
    Change vs previous 13F +13,315 shares

    3.48% of the 13F portfolio, value $55,988,729.

    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 1,310,922 shares
    Change vs previous 13F -25,758 shares

    3.83% of the 13F portfolio, value $54,023,102.

    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 1,336,680 shares
    Change vs previous 13F +1,462 shares

    3.75% of the 13F portfolio, value $54,696,952.

    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 1,335,218 shares
    Change vs previous 13F +7,832 shares

    3.93% of the 13F portfolio, value $55,665,232.

    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 1,327,386 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $52,126,436.

    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).