Skip to content
Disclosery

Evanson Asset Management, LLC: SPY position timeline

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

Evanson Asset Management, LLC held 20,775 SPY 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 20,775 shares
    Change vs previous 13F -746 shares

    0.73% of the 13F portfolio, value $13,510,950.

    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 21,521 shares
    Change vs previous 13F +28 shares

    0.79% of the 13F portfolio, value $14,675,927.

    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 21,493 shares
    Change vs previous 13F -43 shares

    0.81% of the 13F portfolio, value $14,318,038.

    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 21,536 shares
    Change vs previous 13F +161 shares

    0.83% of the 13F portfolio, value $13,305,814.

    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 21,375 shares
    Change vs previous 13F -1,970 shares

    0.85% of the 13F portfolio, value $11,956,881.

    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 23,345 shares
    Change vs previous 13F +1,096 shares

    0.94% of the 13F portfolio, value $13,682,266.

    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 22,249 shares
    Change vs previous 13F -483 shares

    0.9% of the 13F portfolio, value $12,765,675.

    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 22,732 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $12,371,168.

    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).