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Evanson Asset Management, LLC: EFA position timeline

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

Evanson Asset Management, LLC held 34,637 EFA 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 34,637 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,364,322.

    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 34,637 shares
    Change vs previous 13F -220 shares

    0.18% of the 13F portfolio, value $3,326,221.

    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 34,857 shares
    Change vs previous 13F +21 shares

    0.18% of the 13F portfolio, value $3,254,593.

    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 34,836 shares
    Change vs previous 13F -144 shares

    0.19% of the 13F portfolio, value $3,113,952.

    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 34,980 shares
    Change vs previous 13F -254 shares

    0.2% of the 13F portfolio, value $2,858,939.

    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 35,234 shares
    Change vs previous 13F -746 shares

    0.18% of the 13F portfolio, value $2,664,064.

    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 35,980 shares
    Change vs previous 13F +632 shares

    0.21% of the 13F portfolio, value $3,008,976.

    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 35,348 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,768,780.

    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).