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Evanson Asset Management, LLC: DLS position timeline

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

Evanson Asset Management, LLC held 81,887 DLS 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 81,887 shares
    Change vs previous 13F -1,717 shares

    0.36% of the 13F portfolio, value $6,673,786.

    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 83,604 shares
    Change vs previous 13F -221 shares

    0.37% of the 13F portfolio, value $6,772,755.

    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 83,825 shares
    Change vs previous 13F -1,090 shares

    0.38% of the 13F portfolio, value $6,664,918.

    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 84,915 shares
    Change vs previous 13F +280 shares

    0.4% of the 13F portfolio, value $6,377,989.

    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 84,635 shares
    Change vs previous 13F -821 shares

    0.4% of the 13F portfolio, value $5,586,103.

    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 85,456 shares
    Change vs previous 13F -1,033 shares

    0.37% of the 13F portfolio, value $5,379,473.

    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 86,489 shares
    Change vs previous 13F -1,620 shares

    0.42% of the 13F portfolio, value $5,972,094.

    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 88,109 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,589,619.

    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).