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Disclosery

Evanson Asset Management, LLC: IWF position timeline

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

Evanson Asset Management, LLC held 9,782 IWF 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 9,782 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $4,171,137.

    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 9,778 shares
    Change vs previous 13F -323 shares

    0.25% of the 13F portfolio, value $4,627,761.

    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 10,101 shares
    Change vs previous 13F +5 shares

    0.27% of the 13F portfolio, value $4,731,563.

    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 10,096 shares
    Change vs previous 13F -4 shares

    0.27% of the 13F portfolio, value $4,286,718.

    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 10,100 shares
    Change vs previous 13F +1,695 shares

    0.26% of the 13F portfolio, value $3,647,067.

    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 8,405 shares
    Change vs previous 13F -1,675 shares

    0.23% of the 13F portfolio, value $3,375,424.

    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 10,080 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $3,783,739.

    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 10,072 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,671,265.

    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).