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Evanson Asset Management, LLC: VB position timeline

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

Evanson Asset Management, LLC held 16,670 VB 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 16,670 shares
    Change vs previous 13F +505 shares

    0.23% of the 13F portfolio, value $4,366,292.

    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 16,165 shares
    Change vs previous 13F +1,444 shares

    0.22% of the 13F portfolio, value $4,169,802.

    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 14,721 shares
    Change vs previous 13F -337 shares

    0.21% of the 13F portfolio, value $3,743,335.

    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 15,058 shares
    Change vs previous 13F +6,343 shares

    0.22% of the 13F portfolio, value $3,568,424.

    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 8,715 shares
    Change vs previous 13F +699 shares

    0.14% of the 13F portfolio, value $1,932,532.

    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 8,016 shares
    Change vs previous 13F +2,208 shares

    0.13% of the 13F portfolio, value $1,926,099.

    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 5,808 shares
    Change vs previous 13F +328 shares

    0.1% of the 13F portfolio, value $1,377,726.

    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 5,480 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,194,962.

    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).