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Disclosery

Evanson Asset Management, LLC: DXYZ position timeline

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

Evanson Asset Management, LLC held 7,500 DXYZ 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 7,500 shares
    Change vs previous 13F -7,500 shares

    0.01% of the 13F portfolio, value $200,850.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $459,450.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $319,500.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $571,350.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $530,850.

    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 15,000 shares
    Change vs previous 13F -3,750 shares

    0.06% of the 13F portfolio, value $882,900.

    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 18,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $186,563.

    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).