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Disclosery

Evanson Asset Management, LLC: IWB position timeline

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

Evanson Asset Management, LLC held 20,523 IWB 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 20,523 shares
    Change vs previous 13F -5 shares

    0.39% of the 13F portfolio, value $7,317,675.

    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 20,528 shares
    Change vs previous 13F +702 shares

    0.41% of the 13F portfolio, value $7,665,828.

    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 19,826 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $7,246,042.

    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 19,815 shares
    Change vs previous 13F +10 shares

    0.42% of the 13F portfolio, value $6,728,624.

    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 19,805 shares
    Change vs previous 13F +11 shares

    0.43% of the 13F portfolio, value $6,074,849.

    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 19,794 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $6,376,676.

    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 19,781 shares
    Change vs previous 13F +14 shares

    0.44% of the 13F portfolio, value $6,218,824.

    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 19,767 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,881,354.

    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).