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Disclosery

Evanson Asset Management, LLC: DTH position timeline

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

Evanson Asset Management, LLC held 70,252 DTH 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 70,252 shares
    Change vs previous 13F -4,405 shares

    0.2% of the 13F portfolio, value $3,799,916.

    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 74,657 shares
    Change vs previous 13F -3,218 shares

    0.21% of the 13F portfolio, value $3,852,619.

    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 77,875 shares
    Change vs previous 13F -12,200 shares

    0.22% of the 13F portfolio, value $3,827,719.

    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 90,075 shares
    Change vs previous 13F -6,384 shares

    0.26% of the 13F portfolio, value $4,173,520.

    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 96,459 shares
    Change vs previous 13F -616 shares

    0.29% of the 13F portfolio, value $4,095,739.

    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 97,075 shares
    Change vs previous 13F -8,696 shares

    0.25% of the 13F portfolio, value $3,667,488.

    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 105,771 shares
    Change vs previous 13F -2,783 shares

    0.31% of the 13F portfolio, value $4,383,133.

    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 108,554 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,165,687.

    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).