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Disclosery

Evanson Asset Management, LLC: IYW position timeline

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

Evanson Asset Management, LLC held 1,180 IYW 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 1,180 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $214,076.

    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 1,196 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $238,864.

    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 1,180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $231,115.

    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 1,180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,459.

    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).