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Disclosery

Evanson Asset Management, LLC: DISV position timeline

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

Evanson Asset Management, LLC held 1,186,477 DISV 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 1,186,477 shares
    Change vs previous 13F +43,573 shares

    2.51% of the 13F portfolio, value $46,794,661.

    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 1,142,904 shares
    Change vs previous 13F +45,407 shares

    2.34% of the 13F portfolio, value $43,430,364.

    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 1,097,497 shares
    Change vs previous 13F +109,562 shares

    2.21% of the 13F portfolio, value $39,169,652.

    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 987,935 shares
    Change vs previous 13F +40,281 shares

    2.02% of the 13F portfolio, value $32,512,943.

    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 947,654 shares
    Change vs previous 13F -61,464 shares

    1.96% of the 13F portfolio, value $27,595,678.

    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 1,009,118 shares
    Change vs previous 13F +49,532 shares

    1.84% of the 13F portfolio, value $26,812,267.

    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 959,586 shares
    Change vs previous 13F +41,120 shares

    1.97% of the 13F portfolio, value $27,885,572.

    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 918,466 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $24,711,332.

    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).