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Disclosery

Evanson Asset Management, LLC: SPYM position timeline

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

Evanson Asset Management, LLC held 27,352 SPYM 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 27,352 shares
    Change vs previous 13F +1,571 shares

    0.11% of the 13F portfolio, value $2,093,555.

    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 25,781 shares
    Change vs previous 13F +1,712 shares

    0.11% of the 13F portfolio, value $2,068,128.

    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 24,069 shares
    Change vs previous 13F +903 shares

    0.11% of the 13F portfolio, value $1,885,582.

    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 23,166 shares
    Change vs previous 13F +4,042 shares

    0.1% of the 13F portfolio, value $1,683,935.

    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 19,124 shares
    Change vs previous 13F +58 shares

    0.09% of the 13F portfolio, value $1,257,606.

    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 19,066 shares
    Change vs previous 13F +9,355 shares

    0.09% of the 13F portfolio, value $1,314,416.

    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 9,711 shares
    Change vs previous 13F +3,677 shares

    0.05% of the 13F portfolio, value $655,618.

    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 6,034 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $386,180.

    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).