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Disclosery

Evanson Asset Management, LLC: IVV position timeline

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

Evanson Asset Management, LLC held 5,033 IVV 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 5,033 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $3,287,728.

    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 5,034 shares
    Change vs previous 13F +183 shares

    0.19% of the 13F portfolio, value $3,447,996.

    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 4,851 shares
    Change vs previous 13F -743 shares

    0.18% of the 13F portfolio, value $3,246,669.

    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 5,594 shares
    Change vs previous 13F -6 shares

    0.22% of the 13F portfolio, value $3,473,480.

    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 5,600 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $3,146,864.

    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 5,596 shares
    Change vs previous 13F -119 shares

    0.23% of the 13F portfolio, value $3,294,015.

    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 5,715 shares
    Change vs previous 13F +400 shares

    0.23% of the 13F portfolio, value $3,296,325.

    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 5,315 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,908,331.

    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).